Overview
Assets Under Management: $75 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 20
Average Client Assets: $3.8 million
Frequently Asked Questions
PINETREE ADVISORS CORP. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299275), PINETREE ADVISORS CORP. is subject to fiduciary duty under federal law.
PINETREE ADVISORS CORP. is headquartered in MIAMI, FL.
PINETREE ADVISORS CORP. serves 20 high-net-worth clients according to their SEC filing dated October 25, 2023. View client details ↓
According to their SEC Form ADV, PINETREE ADVISORS CORP. offers portfolio management for individuals and selection of other advisors. View all service details ↓
PINETREE ADVISORS CORP. manages $75 million in client assets according to their SEC filing dated October 25, 2023.
According to their SEC Form ADV, PINETREE ADVISORS CORP. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $3.8 million
Total Client Accounts: 34
Discretionary Accounts: 34
Regulatory Filings
CRD Number: 299275
Filing ID: 1795318
Last Filing Date: 2023-10-25 10:34:00