PINEAPPLE FINANCIAL

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOISE, Idaho
CRD number
298894

Firm profile

FINTRX

Overview

Pineapple Financial operates as a Limited Liability Company and is classified as an unclassified entity within the financial advisory space. The firm does not have a specific focus on ESG investing and has not established itself as a multi-state adviser. Its client base and fee structure remain unspecified, indicating a level of discretion in its business activities. The firm does not engage in capital allocation or pension consulting, nor does it have affiliations with related advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jacob Fuchs

    Owner and CEOCRD 7024417

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOISE, ID

ADA

Location

BOISE, ID

Headquartered in BOISE, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.

Metro area
Boise City-Mountain Home-Ontario, ID-OR
Region
West
County
ADA
Address
8489 W Carbon Ct
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth