RIA Intel›Advisers›Michigan›PIERCE FINANCIAL LLC

PIERCE FINANCIAL LLC

Advisory

ANN ARBOR, MI

Data as of May 6, 2023 · Source: SEC Form ADV

Average account

$333K

across 6 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed May 6, 2023.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

CONVERT FINANCIAL SERVICES LLC

$2M

BOWEN FINANCIAL PLANNING LLC

$2M

DANIEL RYAN FINANCIAL LLC

$2M

VILLAIRE FINANCIAL, LLC

$2M

WEALTHY INTENTIONS LLC

$2M

BOARDWALK WEALTH MANAGEMENT, LLC

ANN ARBOR, MI

$2M

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