PINE TREE FINANCIAL SERVICES, INC.

PINE TREE FINANCIAL SERVICES, INC. is an SEC-registered investment adviser (CRD 117920). Regulatory assets under management: $4.5M.

Registration

• CRD: 117920
• Type: Registered investment adviser
• Phone: 443-870-3408
• Latest filing: 2013-08-20
• Regulatory AUM: $4.5M
• Non-discretionary AUM: $4.5M
• Clients: 2
• Accounts: 10

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117920 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search