Pinelight Financial Pllc
Firm details
- Headquarters
- ,
- CRD number
- 323153
- Website
- www.pinelightfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI65.27%
- Individuals19.73%
- Pension & Profit Sharing Plans15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Pinelight Financial PLLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual/family and institutional clients and combines accounting services with advisory work. Its adviser activities include financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and educational seminars or workshops. Fee arrangements include a percentage-of-AUM component alongside the option for hourly billing. The firm is not identified as an active ESG investor and is not listed as a capital allocator.
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
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities4%
- Other3%
Contacts
1 of 1
Jordan Johnson
ManagerCRD 6802639
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Navigate Financial LLC
RIACoherent Financial Advisers, LLC
RIAAmerican Northwest Advisory Services L.L.C.
RIAFederal Way, WA
Sound & Secure Advisors LLC
RIAWiseowl Capital, LLC
RIAConnetic Ventures
RIACovington, KY