PNL Investments
RIASEC & State Registered
Total AUM
$1.5M
Discretionary
$1.5M
100% of AUM
Avg account
$217K
Accounts
7
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 339543
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals71.65%
- HNWI28.35%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
PNL Investments is an independent RIA organized as an LLC and registered with the SEC (registration year: Unknown). The firm is registered in Massachusetts and is owned by an individual. Its client focus is individuals and families; advisory services listed are financial planning and portfolio management for individuals and small businesses. The business uses a mix of percentage-of-AUM and fixed-fee billing. PNL Investments does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator.
Assets & Accounts
Public Holdings
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
Location
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations