Overview
Assets Under Management: $1.2 billion
Headquarters: WOODBURY, MN
High-Net-Worth Clients: 381
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 381
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.44
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,081
Discretionary Accounts: 4,081
Regulatory Filings
CRD Number: 308193
Last Filing Date: 2025-02-12 00:00:00
Website: https://pinegrovefg.com