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Building 2THE PINES WEALTH MANAGEMENT, LLC

Map pinSOUTHERN PINES, NC
Phone(910) 475-8312
NotebookSEC #801-129712
Total AUM
$485.9M
Employees
4
Clients
263

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
104 BRADFORD VILLAGE COURT
SOUTHERN PINES
NC 28387
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
(910) 475-8312

ReceiptFinancials

Total AUM
$485.9M
Accounts
957
Discretionary
$485.7M
Accounts
953
Non-Discretionary
$149.3K
Accounts
4

ContactClients

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Individual Clients
118
AUM
$35M
HNW Individual Clients
144
AUM
$439.7M
Corporation or Business Clients
1
AUM
$11.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMDMINCNHNJNYPATXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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