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

More Retirement Planning firms in Woodbury, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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