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Piermani Charles J Associates (Norristown)


Piermani Charles J Associates is an adviser based in Norristown. It manages $41.76 million of regulatory assets for 360 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Pennsylvania.

Piermani Charles J Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm also engages as mortgage broker.

Piermani Charles J Associates: assets under management

The assets under management (AUM) of Piermani Charles J Associates is $41.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $41.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $116.01 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Piermani Charles J Associates for their services and products based on hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Norristown

The principal office where Piermani Charles J Associates performs its advisory services is located at 2240 Dekalb Pike, Norristown, PA 19401, which is also the mailing address of the firm. An additional office of the firm is in St Petersburg Beach, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-275-7544 or by fax 610-272-5644. The normal business hours are 9 to 5:00 on Monday - Friday.


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