PINE GROVE FINANCIAL GROUP

796 Bielenberg Dr.
Suite 103
Woodbury, Minnesota 55125
Tel: 651 714 0323

About PINE GROVE FINANCIAL GROUP

PINE GROVE FINANCIAL GROUP, formally registered with the SEC as PINE GROVE FINANCIAL GROUP. The firm was established in 06/05/2020. They have over 4 offices throughout the country.

PINE GROVE FINANCIAL GROUP is a Woodbury, Minnesota based Financial Planning firm with nearly $1,247,926,037 assets under management, offering retirement planning & investment advisory services to 4081 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	308193
SEC#	801-118868
Assets Managed by Firm	$1,247,926,037
No. of Clients	4081
No. of Advisors	21

Fee Structure

A percentage of AUM
Fixed fees
Other (CO-ADVISORY FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4081	$1,247,926,037
Individuals (other than high net worth individuals)	937	$418,863,954
High net worth individuals	381	$829,062,083

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