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| Pin Wealth LLC
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|
|---|---|
| CRD # | 316919 |
| SEC # | 801-122713 |
| CIK # | |
| AUM | $61.7 MM (2023-03-31) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 781-239-1187 |
| Address | 348 Park Street North Reading, MA 01864 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 187 | 34.5 |
| (b) Individuals (high net worth individuals) | 18 | 26.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 462 | 61.7 |
| By Discretionary | ||
| Discretionary | 462 | 61.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 462 | 61.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 61.7 | |
| Total | 462 | 61.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Reynolds Capital Management LLC
✚
|
NV | 0.1 |
|
Asset Strategy Retirement Plan Consultants LLC
✚
|
PA | 0.1 |
|
St James Investment Advisors LLC
✚
|
NY | 0.1 |
|
Layline Advisors LLC
✚
|
NY | 0.1 |
|
PMV Capital Advisers LLC
✚
|
TX | 0.1 |
|
Royale Asset Management LLC
✚
|
NY | 0.1 |
|
Weiss Financial Group LLC
✚
|
NY | 0.1 |
|
Lytle Investment Services Corp
✚
|
NY | 0.1 |
|
Empiric Advisors Inc
✚
|
TX | 0.1 |
|
Stratacore Capital Management LLC
✚
|
NY | 0.1 |