Jeffrey Pih
Pih Investments · South Pasadena, California
Jeffrey Pih is a fee-only financial advisor at Pih Investments in South Pasadena, California, who holds the CFP credential. Jeffrey charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Pih Investments |
|---|---|
| Based in | South Pasadena, California |
| Fee model | Percentage of assets |
| Assets under management | $87.5M across 243 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5886669 |
| Exams passed | Series 63 (2011) · Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.pihinvestments.com |
| Profile |
How Jeffrey's firm compares
- Pih Investments's average account is about $360,000, from its Form ADV (assets managed divided by 243 accounts).
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Questions about Jeffrey
Is Jeffrey Pih a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Pih Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey charges a percentage of assets.
Where is Jeffrey Pih based?
Jeffrey Pih is based in South Pasadena, California.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.
What credentials does Jeffrey Pih hold?
Jeffrey Pih holds the CFP credential.
Is Jeffrey Pih registered with the SEC?
Yes. Jeffrey Pih is registered as an investment adviser representative in CA (CRD 5886669), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Pih Investments manage?
Pih Investments reports $87.5M across 243 accounts in assets under management.
How do I contact Jeffrey Pih?
Through Jeffrey's website, www.pihinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pih Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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