GOLDEN PINE ADVISORY, LLC

Overview

Golden Pine Advisory, LLC is a small, individually owned limited liability company that positions itself as a fee-based adviser offering planning and portfolio services to individuals and small businesses. The firm lists financial planning, portfolio management for individuals/small businesses and pension consulting among its advisory activities. Its stated fee model combines percentage-of-AUM and fixed fees, which suggests a mix of ongoing relationship accounts and project-based engagements. The firm is not flagged as an active ESG investor, is not a capital allocator and is not registered as a multi-state adviser. Classification information is unclassified in the snapshot data, and there are no public indicators of a broader institutional scale or specialized asset management teams. The structure and service set indicate a hands-on, advisor-led practice focused on direct client advice rather than large-scale institutional asset management.

Assets & Accounts

Location & Offices