Piot Associates LLC

Piot Associates LLC (CRD# 109498) is a financial advisory firm headquartered in , . They manage $57,095,763 in 80 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $713,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
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, ME, NY, TX

Financial Advisors at Piot Associates LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey Bonvallat, financial advisor Santa Barbara CA
Jeffrey W. Bonvallat
CRD#: 2147082
Santa Barbara, CA
96
Wealthminder
score

Jeffrey Bonvallat (CRD# 2147082) is an Investment Advisor Representative working at Piot Associates LLC in Santa Barbara, CA and has over 26 years of experience in the finance industry.

2
John Piot, financial advisor Sedgwick ME
John Piot
CRD#: 2316784
Sedgwick, ME
93
Wealthminder
score

John Piot (CRD# 2316784) is an Investment Advisor Representative working at Piot Associates LLC in Sedgwick, ME and has over 24 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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