Peirce Park Group

Peirce Park Group (CRD# 118655) is a financial advisory firm headquartered in West Chester, PA. They manage $874,114,331 in 52 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    874
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $16,809,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, NY, PA

Financial Advisors at Peirce Park Group
Showing 1 - 7 of 7 top financial advisors.
1
Brian D. Gibson
CRD#: 5662399
300 High Street, West Chester, PA 19382
93
Wealthminder
score

Brian Gibson (CRD# 5662399) is an Investment Advisor Representative working at Peirce Park Group in West Chester, PA and has over 7 years of experience in the finance industry.

2
Lee H. Martin
CRD#: 4410962
300 South High Street, West Chester, PA 19382
93
Wealthminder
score

Lee Martin (CRD# 4410962) is an Investment Advisor Representative working at Peirce Park Group in West Chester, PA and has over 13 years of experience in the finance industry.

3
Catherine A. McCarty
CRD#: 826894
300 S High Street, West Chester, PA 19382
93
Wealthminder
score

Catherine McCarty (CRD# 826894) is an Investment Advisor Representative working at Peirce Park Group in West Chester, PA and has over 28 years of experience in the finance industry.

4
Michael W. Shone
CRD#: 732323
300 S. High Street, West Chester, PA 19382
93
Wealthminder
score

Michael Shone (CRD# 732323) is an Investment Advisor Representative working at Peirce Park Group in West Chester, PA and has over 32 years of experience in the finance industry.

5
Sarah E. Wilson
CRD#: 3109538
300 S. High Street, West Chester, PA 19382
93
Wealthminder
score

Sarah Wilson (CRD# 3109538) is an Investment Advisor Representative working at Peirce Park Group in West Chester, PA and has over 5 years of experience in the finance industry.

6
Patrick W. Wing
CRD#: 6245272
300 S. High Street, West Chester, PA 19382
90
Wealthminder
score

Patrick Wing (CRD# 6245272) is an Investment Advisor Representative working at Peirce Park Group in West Chester, PA and has 1 year of experience in the finance industry.

7
Ann Colby-Cummings
CRD#: 6174628
300 S. High Street, West Chester, PA 19382
89
Wealthminder
score

Ann Colby-Cummings (CRD# 6174628) is an Investment Advisor Representative working at Peirce Park Group in West Chester, PA and has over 3 years of experience in the finance industry.

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