PINE GROVE FINANCIAL GROUP

RIASEC RegisteredEst. 2020

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$349K

Accounts

4,270

Employees

Advisory reps

Firm details

Headquarters: WOODBURY, Minnesota
CRD number: 308193
Registered since: June 5, 2020
Website: pinegrovefg.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI74.55%
Individuals25.45%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Pine Grove Financial Group is a privately owned corporation operating as an independent registered investment adviser since 2020. The firm positions itself as a capital allocator for individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, manager selection, and educational workshops. Fee arrangements include percentage-of-AUM pricing alongside fixed fees and other fee structures. Pine Grove identifies as a sponsor/GP and managing member of pooled investment vehicles, indicating it both sources third-party managers and can sponsor or operate collective investment vehicles. The firm does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser.