Gregory
Metzger
North Pier Fiduciary Management, LLC
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About this Advisor
Gregory Metzger is a financial advisor based out of Marina Del Rey, California who has 2 years of industry experience. Metzger is currently employed by North Pier Fiduciary Management, LLC. Over the course of their career, Metzger has held roles at Gateways Hospital, Gdm Consultin & Research (Self-Employed) and North Pier Fiduciary Management LLC. Metzger maintains a Series 65 license, designating them as an investment advisor representative, and is registered to operate in California. North Pier Fiduciary Management, LLC is an advisory firm based out of Marina Del Rey, CA. It oversees $2 billion in assets under management between its 180 client accounts, placing it among the biggest firms in the United States by assets under management. Of its 180 customer accounts, 37% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees usually vary depending on which services are provided. Fee types charged by North Pier Fiduciary Management, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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North Pier Fiduciary Management, LLC Brokerage Details
$1,523,666,593
9
180
$8,464,814
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Gregory Metzger Work History
Gregory has been registered as a financial advisor for 2 years.*
North Pier Fiduciary Management LLC
Gateways Hospital
Gdm Consultin & Research (Self-Employed)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Metzger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at North Pier Fiduciary Management, LLC
Marina Del Rey, CA
Marina Del Rey, CA
Marina Del Rey, CA
Marina Del Rey, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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