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Building 2PINE GROVE FINANCIAL GROUP

Map pinWOODBURY, MN
Phone651 714 0323
NotebookSEC #801-118868
Total AUM
$1.5B
Employees
24
Clients
1,404

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
796 BIELENBERG DR.
SUITE 103
WOODBURY
MN 55125-1412
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
651 714 0323
Other Offices
3

ReceiptFinancials

Total AUM
$1.5B
Accounts
4,270
Discretionary
$1.5B
Accounts
4,270
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
898
AUM
$379.6M
HNW Individual Clients
506
AUM
$1.1B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CO-ADVISORY FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAILLAMDMNNCNEOHPASCTXWAWI

HandshakeAffiliates

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

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