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Building 2FIVE PINE WEALTH

Map pinCOEUR D'ALENE, ID
Phone(877) 333-1015
NotebookSEC #801-129131
Total AUM
$191.8M
Employees
3
Clients
350

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 NORTHWEST BLVD.
SUITE 111
COEUR D'ALENE
ID 83814
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(877) 333-1015

ReceiptFinancials

Total AUM
$191.8M
Accounts
960
Discretionary
$187.7M
Accounts
955
Non-Discretionary
$4M
Accounts
5

ContactClients

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Individual Clients
296
AUM
$88.7M
HNW Individual Clients
49
AUM
$99M
Pension/Profit Sharing Plan Clients
5
AUM
$4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDMTORTXWA

HandshakeAffiliates

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

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