PINECREST ADVISORY SERVICES, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 334030
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Pinecrest Advisory Services, LLC is a limited liability company that specializes in portfolio management for individuals and small businesses, as well as providing pension consulting services. The firm operates with a fee structure that includes a percentage of assets under management and performance-based fees. While it does not actively engage in ESG investing, Pinecrest focuses on delivering tailored investment strategies to its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1ELI TABARIA
PresidentCRD 5890178
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 18111 Preston Rd
- Time zone
- CT (UTC-6)
- Office locations
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