Pinelight Financial Pllc

Overview

Pinelight Financial Pllc is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual/family and institutional clients and combines financial planning with portfolio management and pension consulting. Its advisory model is fee-based (a percentage of AUM) with the option for hourly engagements, and it supplements advisory work with educational seminars and workshops. Investment activity centers on pooled public funds—primarily mutual funds—for the core of client portfolios, while the firm also engages third-party managers for alternative strategies such as hedge funds and real estate. Pinelight positions itself to serve smaller institutional mandates and high-net-worth individuals, offering both discretionary and non-discretionary management depending on client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices