Pi Advisors LLC
California
Registered In
06/12/2009
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Pi Advisors LLC at One Ferry Building STE 300, San Francisco, Ca 94111 lists Laura Baxter-Simons and Nathaniel Simons of San Francisco, CA as the associates.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Out of State
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Search Other Resources
People
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Kristen Weisser
Individual Agent
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ONE FERRY BUILDING STE 300, SAN FRANCISCO, CA 94111
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Laura Baxter-Simons
Manager
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ONE FERRY BUILDING STE 300, SAN FRANCISCO, CA 94111
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Nathaniel Simons
Manager
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ONE FERRY BUILDING STE 300, SAN FRANCISCO, CA 94111
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Showing current associates only (3 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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ONE FERRY BUILDING STE 300, SAN FRANCISCO, CA 94111
(Mailing)
View Map
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Financials
Financial Information for Pi Advisors LLC
Form 5500
PI ADVISORS LLC
One Ferry Building Suite 300, San Francisco, Ca 94111 (415) 729-1258 EIN:27-0355919 Plan Admin:Helga Hernandez| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePI ADVISORS LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$4,582,164 / $5,871,148 | 2023 | PI ADVISORS LLC 401(K) RETIREMENT PLAN - Plan #001 | 13 / 12 | $4,582,164 / $5,871,148 |
| 2022 | Plan NamePI ADVISORS LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$5,240,390 / $4,582,164 | 2022 | PI ADVISORS LLC 401(K) RETIREMENT PLAN - Plan #001 | 13 / 13 | $5,240,390 / $4,582,164 |
| 2021 | Plan NamePI ADVISORS LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$4,708,503 / $5,240,390 | 2021 | PI ADVISORS LLC 401(K) RETIREMENT PLAN - Plan #001 | 13 / 13 | $4,708,503 / $5,240,390 |
| 2020 | Plan NamePI ADVISORS LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$3,410,552 / $4,708,503 | 2020 | PI ADVISORS LLC 401(K) RETIREMENT PLAN - Plan #001 | 12 / 13 | $3,410,552 / $4,708,503 |
| 2019 | Plan NamePI ADVISORS LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$2,855,283 / $3,410,552 | 2019 | PI ADVISORS LLC 401(K) RETIREMENT PLAN - Plan #001 | 12 / 12 | $2,855,283 / $3,410,552 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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