Pi Wealth Plan LLC
Pi Wealth Plan LLC (CRD# 298421) is a financial advisory firm headquartered in , . They manage $17,180,087 in 38 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Pi Wealth Plan LLC
By the Numbers
-
Total Assets Under Management17MILLION
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Total Number of Accounts38ACCOUNTS
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Average Account Value$452,108
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Pi Wealth Plan LLC
1
Danelle Jenetayeva (CRD# 6449014) is an Investment Advisor Representative working at Pi Wealth Plan LLC in San Jose, CA and has 1 year of experience in the finance industry.
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