Adviser Profile
| As of Date | 03/27/2024 |
| Registration status | Registration Changed to PIAR LLC |
| Contact Info | (97 xxxxxxx |
| AUM* | 83,829,128 |
| of that, discretionary | 76,121,431 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 283,207 |
| % High Net Worth | 61.86% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds