A complete list of active advisors currently associated with Piermani Charles J Associates

Warmer can help you find a great advisor at Piermani Charles J Associates or one who fits your needs even better.

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.

To learn more about the advisors currently working at Piermani Charles J Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Charles Piermani	Norristown, PA	24

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