Pelion Investment Advisors, Inc.

Pelion Investment Advisors, Inc. (CRD# 138400) is a financial advisory firm headquartered in Dallas, TX. They manage $52,339,098 in 64 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
15150 Preston Road, Suite 300, Dallas, TX 75248
http://www.peliongroup.com
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $817,798
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, WI

Financial Advisors at Pelion Investment Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Hilary Bergman, financial advisor Dallas TX
Hilary G. Bergman
CRD#: 1834738
15150 Preston Road, Suite 300, Dallas, TX 75248

Hilary Bergman (CRD# 1834738) is an Investment Advisor Representative working at Pelion Investment Advisors, Inc. in Dallas, TX and has over 32 years of experience in the finance industry.

2
Thomas Carstens, financial advisor Dallas TX
Thomas J. Carstens
CRD#: 2141430
15150 Preston Road, Suite 300, Dallas, TX 75248

Thomas Carstens (CRD# 2141430) is an Investment Advisor Representative working at Pelion Investment Advisors, Inc. in Dallas, TX and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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