DFX Intelligence

M•••••••• A••••••••• I•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserInstitutional managerSEC registeredRAUM 100m 1b

M•••••••• A••••••••• I•••

PEIRCE PARK GROUP INC., CRD 118655

WEST CHESTER, PA

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Data as of May 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 6
On other graphs: 0
Observed: Mar 30, 2012 to May 15, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.01 fund_share=0.0 institutional_share=0.99 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $316M••• Locked
Discretionary RAUM: $313M
Private client RAUM: $3.0Mderived••• Locked
Private client share: 1%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $105Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
L•• H••••••• M•••••	n/a	WEST CHESTER, PA	23	25	1	no
S•••• E• W•••••	n/a	WEST CHESTER, PA	15	15

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M•••••••• A••••••••• I•••	Owner	E	yes	01/2017	Mar 30, 2017	Mar 27, 2024
W•••••• B••••• M•••••••	CHIEF EXECUTIVE OFFICER	Na	yes	01/2017	Mar 30, 2017	Mar 27, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
M•••••••• A••••••••• I•••	n/a	Other adviser	$47B	Y	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Chicago	IL	United States	30	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$316M	$468M	-32.5%	$838M	-27.8%	6	6	1	1

Relationships

Affiliated with (3)

→ M•••••••• A••••••••• I•••Registered adviserother investment adviser, control, common control
factForm ADV
← M•••••••• A••••••••• I•••Registered adviserother investment adviser, control
factForm ADV
← M•••••••• A••••••••• I•••Registered adviserother investment adviser, common control
factForm ADV

Registered with (4)

← P•••••• W•••••• W•••

Dated events

Order

Occurred
26 Mar 2026
Regulatory AUM changed
••• Locked
Form ADV
$-152M
Occurred
27 Mar 2024
Regulatory AUM changed
••• Locked
Form ADV
$-428M
Occurred
24 Mar 2023
Regulatory AUM changed
••• Locked
Form ADV
$-1.1B
Occurred
25 Mar 2022
Regulatory AUM changed
••• Locked
Form ADV
$386M
Occurred
9 Feb 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 30, 2012
Last observed: May 15, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

All 15 rows

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 23, 2016	$874M	$733M	10	5	n/a	n/a	n/a
2014	Mar 30, 2015	$1.2B	$1.0B	10	5	n/a	n/a	n/a
2013	Mar 27, 2014	$1.1B	$916M	10	5	n/a	n/a	n/a
2012	Apr 3, 2013	$2.8B	$575M	10	5	n/a	n/a	n/a
2011	Mar 30, 2012	$2.5B	$447M	n/a	n/a	n/a	n/a	n/a