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Pyramid Asset & Wealth Management Group Inc (Fairfield)


Pyramid Asset & Wealth Management Group Inc is a large advisory firm based in Fairfield. It manages $46.08 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut and New York.




Pyramid Asset & Wealth Management Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pyramid Asset & Wealth Management Group: assets under management

The assets under management (AUM) of Pyramid Asset & Wealth Management Group Inc is $46.08 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $36.28 million in discretionary accounts and $9.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.4 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.09 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pyramid Asset & Wealth Management Group Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fairfield

The principal office where Pyramid Asset & Wealth Management Group Inc performs its advisory services is located at 303 Linwood Avenue, 3 Rd Floor, Fairfield, CT 06430, 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 203-255-9993 or by fax 203-255-8896. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday.


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