Pearson Trade International (Dba) (Madison Heights)


Pearson Trade International (Dba) is a multi-state adviser based in Madison Heights. It manages $2 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Michigan.

Pearson Trade International (Dba) provides pension consulting services and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pearson Trade International (Dba): assets under management

The assets under management (AUM) of Pearson Trade International (Dba) is $2 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $1 million in discretionary accounts and $1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pearson Trade International (Dba) for their services and products based on subscription fees, commissions, and performance-based fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Madison Heights

The principal office where Pearson Trade International (Dba) performs its advisory services is located at 26034 Townley St, Madison Heights, MI 48071, 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 248-425-4443. The normal business hours are 0800 - 1600 on Monday - Friday.

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