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Home > Retirement Planners > minnesota > woodbury > PINE GROVE FINANCIAL GROUP
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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