Piermani Charles J Associates
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management and financial planning to individual investors, high‑net‑worth individuals, and trusts. It manages about $74.6 million in discretionary assets across 252 client relationships.
The firm documents client objectives in individualized investment policy statements, seeks discretionary trading authority, and provides monthly written account reports and reviews. Its investment process emphasizes technical analysis and uses both long‑term and short‑term trading strategies alongside regular portfolio monitoring.
What is noteworthy is the firm’s unusually high client count relative to peers — a client‑per‑advisor ratio that is uncommon among independent advisers — combined with a model of monthly reviews and written reporting. The firm’s principal also operates as a tax consultant and may provide tax advice or tax‑related services to advisory clients, creating an uncommon overlap of accounting/tax services with a technical‑analysis, trade‑oriented advisory approach.
Client services
Expertise
Fee options
0.25% paid in arrears quarterly
$125 to $200 per hour
Account minimum: $25,000
Main office
Norristown PA
Advisors at this office
1
Most active in
Florida · New Jersey · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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