HIGH PINES WEALTH MANAGEMENT LLC

40 Tremont Street
Suite 62
Duxbury, Massachusetts 02332
Tel: (617) 580-3141

About HIGH PINES WEALTH MANAGEMENT LLC

HIGH PINES WEALTH MANAGEMENT LLC, formally registered with the SEC as HIGH PINES WEALTH MANAGEMENT LLC. The firm was established in 07/10/2019. They have over 1 offices throughout the country.

HIGH PINES WEALTH MANAGEMENT LLC is a Duxbury, Massachusetts based Financial Planning firm with nearly $130,429,325 assets under management, offering retirement planning & investment advisory services to 349 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285191
SEC#	801-116935
Assets Managed by Firm	$130,429,325
No. of Clients	349
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	349	$130,429,325
Individuals (other than high net worth individuals)	42	$8,244,070
High net worth individuals	71	$115,796,101
Charitable organizations	Fewer than 5 clients	$6,389,154

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