Golden Pine Advisory, LLC
Firm details
- Headquarters
- Pinehurst, North Carolina
- CRD number
- 332248
- Website
- goldenpineadvisory.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Golden Pine Advisory, LLC is a small, individually owned LLC that provides fee-based financial planning and portfolio management for individuals and small businesses. The firm lists pension consulting services among its advisory activities. Its stated fee arrangements include both a percentage of assets under management and fixed-fee engagements. The firm does not identify itself as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Mark Bare
FounderCRD 5377749
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pinehurst, NC
Moore
Location
Pinehurst, NC
Headquartered in Pinehurst, NC, anchoring the Fayetteville-Sanford-Lumberton, NC metro in the South.
- Metro area
- Fayetteville-Sanford-Lumberton, NC
- Region
- South
- County
- Moore
- Address
- 293 Olmsted Blvd
- Time zone
- ET (UTC-5)
- Office locations
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