Investment adviser · CRD 133496

BRIAN S. PEARCE, INC.

Investment adviser filing (IA)

WINTER HAVEN, FL, United States · Form ADV filed Mar 22, 2012

Regulatory AUM
$45.5M
Form ADV · Item 5.F
Client accounts
900
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 22, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

56 FOURTH STREET NORTHWEST SUITE 201, SUITE 201
WINTER HAVEN, FL, 33881, United States

CRD 133496

Filing source

Form ADV 628411 · Mar 22, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.