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FIVE PINE WEALTH
250 Northwest Blvd. Suite 111
Coeur D'alene, Idaho 83814
Tel: 877-333-1015
About FIVE PINE WEALTH
FIVE PINE WEALTH, formally registered with the SEC as FIVE PINE WEALTH. The firm was established in 12/01/2023. They have over 1 offices throughout the country.
FIVE PINE WEALTH is a Coeur D'alene, Idaho based Financial Planning firm with nearly $130,791,571 assets under management, offering retirement planning & investment advisory services to 342 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317657 |
| SEC# | 801-129131 |
| Assets Managed by Firm | $130,791,571 |
| No. of Clients | 342 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 342 | $130,791,571 |
| Individuals (other than high net worth individuals) | 303 | $68,466,645 |
| High net worth individuals | 35 | $59,323,355 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,001,571 |
More Retirement Planning firms in Coeur D'alene, Idaho:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $9,361,493,116 | 386 | 63 | |
| $3,797,719,931 | 78 | 10 | |
| $2,856,919,716 | 463 | 34 | |
| $1,931,996,135 | 801 | 6 | |
| $1,380,795,719 | 2334 | 19 |
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