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Building 2PINE HARBOR WEALTH MANAGEMENT LLC

Map pinFAIRFAX, VA
Phone703-589-9100
NotebookSEC #801-129354
Total AUM
$507.1M
Employees
2
Clients
159

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8280 WILLOW OAKS CORPORATE DRIVE
SUITE 600
FAIRFAX
VA 22031
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
703-589-9100

ReceiptFinancials

Total AUM
$507.1M
Accounts
652
Discretionary
$507.1M
Accounts
652
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
54
AUM
$22.1M
HNW Individual Clients
105
AUM
$485M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLILMDNYVAWI

HandshakeAffiliates

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

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