Pelion Investment Advisors, Inc.
Pelion Investment Advisors, Inc. (CRD# 138400) is a financial advisory firm headquartered in New York, NY. They manage $5,500,000 in 2 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$2,750,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Robert Shapiro (CRD# 420115) is an Investment Advisor Representative working at Pelion Investment Advisors, Inc. in New York, NY and has over 15 years of experience in the finance industry.