Overview
Assets Under Management: $445 million
Headquarters: FAIRFAX, VA
High-Net-Worth Clients: 100
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.92
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 616
Discretionary Accounts: 616
Regulatory Filings
CRD Number: 317352
Last Filing Date: 2025-02-05 00:00:00
Website: https://pineharborwealth.com