PIERCE FINANCIAL PLANNING, INC.
CRD #119973 SEC #801-69122 MANSFIELD, OH 419-525-2525
SEC Registered
Total AUM
$30.6M
Discretionary
$5.5M
Employees
5
Clients
10
Accounts
195
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2011 | $34.6M | $19.7M | $14.9M | 5 | -- |
| Feb 2009 | $30.6M | $5.5M | $25.1M | 5 | -- |
DateMar 2011
Total AUM$34.6M
Discretionary$19.7M
Non-Disc.$14.9M
Employees5
Clients--
DateFeb 2009
Total AUM$30.6M
Discretionary$5.5M
Non-Disc.$25.1M
Employees5
Clients--