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Building 2HIGH PINES WEALTH MANAGEMENT LLC

Map pinDUXBURY, MA
Phone(617) 580-3141
NotebookSEC #801-116935
Total AUM
$184M
Employees
5
Clients
164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 TREMONT STREET
SUITE 62
DUXBURY
MA 02332
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(617) 580-3141

ReceiptFinancials

Total AUM
$184M
Accounts
464
Discretionary
$173.4M
Accounts
293
Non-Discretionary
$10.6M
Accounts
171

ContactClients

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Individual Clients
89
AUM
$16.1M
HNW Individual Clients
74
AUM
$159.5M
Charitable Organization Clients
1
AUM
$8.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMINHNYORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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