Se connecter Inscription gratuite

Pines Wealth Management, LLC (St.Louis)


Pines Wealth Management, LLC is an adviser based in St.Louis. It manages $44.41 million of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Illinois, Missouri, and Texas.

Logo



Pines Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pines Wealth Management: assets under management

The assets under management (AUM) of Pines Wealth Management, LLC is $44.41 million. The firm's AUM has grown by 45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10.32 million in discretionary accounts and $34.09 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $294.85 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $532.66 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pines Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in St.Louis

The principal office where Pines Wealth Management, LLC performs its advisory services is located at 11475 Olde Cabin Road, St.Louis, MO 63141 7129, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314-576-6767 or by fax 314-432-3667. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.pineswealth.com.


Registered investment advisers similar to Pines Wealth Management, LLC