Peirce Park Group Review

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The following automated report was generated using SEC and FINRA data and was last updated on April 1st, 2020*. For data support, email "".

Peirce Park Group, federally registered in 2010, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 5 advisors. Peirce Park Group manages $1.3 billion and provides investment advisory services for 41 clients (1:9 advisor/client ratio).

Peirce Park Group does meet the requirements to be Trusted by Regulatory data checked includes disciplinary disclosures such as felony convictions, monetary penalties, and regulation violations, among others. We also checked for other conflicts of interest that can impact client costs, including 12B-1 Fees, commissions, and insurance affiliations.


Firm Information Value
Advisors Directory View Directory
Avg Advisor Years Registered 22
Percentage of Advisors Trusted 100%
Minimum Investment $0
Average Client Balance $31,232,054
Total AUM $1.3 billion
Advisor / Client Ratio 1:9
Headquarters West Chester, PA
SEC Filings View SEC IAPD CRD #118655
State(s) Registered DE, MD, NY, PA

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*SEC data last verified 04/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.