Omar Nasir
Pierpont Investment Group · Ontario, California
Omar Nasir is a fee-only financial advisor at Pierpont Investment Group in Ontario, California. Pierpont Investment Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Pierpont Investment Group |
|---|---|
| Based in | Ontario, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $15.7M across 53 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5098756 |
| Exams passed | Series 63 (2006) · Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.pierpontinvestments.com |
How Omar's firm compares
- Pierpont Investment Group's average account is about $296,000, from its Form ADV (assets managed divided by 53 accounts).
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Questions about Omar
Is Omar Nasir a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Omar holds no broker registration, and Pierpont Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Omar charge for financial advice?
Omar's firm, Pierpont Investment Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Omar Nasir based?
Omar Nasir is based in Ontario, California.
Is Omar Nasir registered with the SEC?
Yes. Omar Nasir is registered as an investment adviser representative in CA (CRD 5098756), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pierpont Investment Group manage?
Pierpont Investment Group reports $15.7M across 53 accounts in assets under management.
How do I contact Omar Nasir?
Through Omar's website, www.pierpontinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
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
- 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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