Four Pines Financial
RIAState Registered
Total AUM
$11.3M
Discretionary
$11.3M
100% of AUM
Avg account
$471K
Accounts
24
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 338709
- Website
- www.fourpinesfinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.71%
- Individuals27.29%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Four Pines Financial is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individuals and families, delivering financial planning and portfolio management for individuals and small businesses. Its client billing mixes AUM-based fees with fixed-fee arrangements. According to the available profile, Four Pines is not positioned as a multi-state adviser, pension consultant, related adviser, or capital allocator, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents3%
- Derivatives1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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