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Multi-Family OfficeRIA · CRD 313209State-Registered Investment Adviser

Updated:

Pisces Financial Advisors

PISCES FINANCIAL ADVISORS, LLC is a state-registered investment adviser with $56 million in regulatory assets under management. The firm has 1 employee and 1...

Overview

PISCES FINANCIAL ADVISORS, LLC is a state-registered investment adviser with $56 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Chapel Hill, NC 27516

Corporate office

United States

Frequently asked questions

What investment stages does Pisces Financial Advisors typically target?

The firm's approach is asset allocation across public markets and alternatives, not stage-focused venture or growth equity. It targets mature, liquid asset classes suitable for wealth management clients.

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