Pih Investments, LLC

Pih Investments, LLC (CRD# 166867) is a financial advisory firm headquartered in South Pasadena, CA. They manage $18,882,459 in 76 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $248,453
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CA

Financial Advisors at Pih Investments, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kevin Luu
CRD#: 4433649
155 N Lake Ave, 8th Floor, Pasadena, CA 91101
93
Wealthminder
score

Kevin Luu (CRD# 4433649) is an Investment Advisor Representative working at Pih Investments, LLC in Pasadena, CA and has over 15 years of experience in the finance industry.

2
Jeffrey W. Pih
CRD#: 5886669
526 Mission Street, 1st Floor, South Pasadena, CA 91030
71
Wealthminder
score

Jeffrey Pih (CRD# 5886669) is an Investment Advisor Representative working at Pih Investments, LLC in South Pasadena, CA and has over 5 years of experience in the finance industry. Jeffrey Pih has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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