Pinelight Financial Pllc
Firm details
- Headquarters
- ,
- CRD number
- 323153
- Website
- www.pinelightfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI65.27%
- Individuals19.73%
- Pension & Profit Sharing Plans15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Pinelight Financial PLLC is an independent, individual-owned RIA organized as an LLC that advises both individuals/families and institutional clients. The firm provides comprehensive financial planning and portfolio management services for individuals, small businesses, and institutions, and also offers pension consulting and educational workshops. Fee arrangements combine a percentage-of-AUM model with hourly billing. Pinelight lists accounting as a core business activity and does not position itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities4%
- Other3%
Contacts
2 of 2
Jordan Johnson
Principal AdvisorCRD 6802639
Jennifer Johnson
Operations SupportCRD 8294885
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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