Pine Haven Investment Counsel, Inc.

RIASEC RegisteredEst. 2010
Total AUM
$193M
Discretionary
$178M
92% of AUM
Avg account
$599K
Accounts
323
Employees
3
Advisory reps
2

Firm details

Headquarters
,
CRD number
129365
Registered since
May 28, 2010
Website
pinehaveninv.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI85.74%
  • Individuals8.63%
  • Charitable Organizations5.63%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pine Haven Investment Counsel, Inc. is an independent, privately owned registered investment adviser operating since 2010. It serves individuals and families and provides financial planning plus portfolio management for both individual/small-business and business or institutional clients. The firm charges fees based on a percentage of assets under management and also offers hourly and fixed-fee engagements. According to its filings it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 78%, Private Funds 8%, Cash & Cash Equivalents 8%, US Government Bonds 6%78%
  • Exchange Traded Equities78%
  • Private Funds8%
  • Cash & Cash Equivalents8%
  • US Government Bonds6%

Contacts

2 of 2
  • Paige Roth

    Paige Roth

    PresidentCRD 2428098

  • Casey Fitchett

    Casey Fitchett

    Investment Operations AssociateCRD 7791431

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 37

Active vs passive

$30.4M in ETFs

Passive

95%

$28.9M

Active

5%

$1.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES ESG AWARE MSCI EAFE ETF (ESGD)BlackRockPassiveForeign Large Blend$4.1M40,13213.57%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth