Brian S. Pearce, Inc. is an adviser based in Winter Haven. It manages $45.5 million of regulatory assets for 900 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Florida.
Brian S. Pearce provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and active investment management. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brian S. Pearce, Inc. is $45.5 million. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Brian S. Pearce, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Brian Stanley Pearce has been acting as President since 1 Aug 1993. Tisa Marlene Knox joined the executive team most recently as the Chief Compliance Officer.
The principal office where Brian S. Pearce, Inc. performs its advisory services is located at 56 Fourth Street Northwest Suite 201, Winter Haven, FL 33881, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 863-299-5808 or by fax 863-299-5503. The normal business hours are 9:30 am to 4:30 pm on Monday - Friday.