Pelion Investment Advisors, INC.
Assets Under Management
$58.9M
Number of Clients
43
Number of Advisors
2
Average Client AUM
$1.4M
AUM per Advisor
$29.4M
Compensation
Fee-Only (AUM)
About This Firm
Hilary Bergman, with over 35 years of financial industry experience, is an Investment Adviser Representative at Pelion Investment Advisors, Inc. He previously held senior positions at Pali Capital and Fimat USA, and was a member of the COMEX and NYMEX exchanges.
Fee Structure
Financial Planning:Investment management only
Hilary Bergman does not receive any investment advisory compensation.
Areas of Practice
Investment Management
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Location
15150 Preston Road, Suite 300, Dallas, TX, 75248