PEARSON AND ASSOCIATES, LLC
Doing business as PEARSON FINANCIAL SERVICES. SEC Form ADV profile.
Total regulatory AUM
$885,000,000
Discretionary
$885,000,000
Non-discretionary
$0
Firm details
- CRD number
- 130143
- SEC file number
- 801-137077
- Main office
- DENNIS, MA, United States
- Employees
- 8
- SEC status
- Approved
- Website
- HTTP://WWW.SPEARSONFINANCIAL.COM
- Fee structure
-
Percentage of AUM Fixed fees Commissions
As of October 2026.