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Home > Retirement Planners > massachusetts > duxbury > HIGH PINES WEALTH MANAGEMENT LLC
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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