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| Pin Wealth LLC
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|
|---|---|
| CRD # | 316919 |
| SEC # | 801-122713 |
| CIK # | |
| AUM | $83.5 MM (2024-05-01) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 781-239-1187 |
| Address | 348 Park Street North Reading, MA 01864 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 186 | 33.4 |
| (b) Individuals (high net worth individuals) | 29 | 49.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 491 | 83.5 |
| By Discretionary | ||
| Discretionary | 491 | 83.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 491 | 83.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 83.5 | |
| Total | 491 | 83.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rapid Scale LLC
✚
|
NV | 0.1 |
|
The Hajdari Group LLC
✚
|
NY | 0.1 |
|
Ormonde USA LLC
✚
|
0.1 | |
|
Conway Partners Management LLC
✚
|
NY | 0.1 |
|
Alsworth Capital Management LLC
✚
|
NY | 0.1 |
|
JCN Financial & Tax Advisory Group LLC
✚
|
LA | 0.1 |
|
Atrato Asset Management LLC
✚
|
WA | 0.1 |
|
Finhabits Advisors LLC
✚
|
NY | 0.1 |
|
CornerStone Professional Advisor Services LLC
✚
|
NY | 0.1 |
|
Lifegoal Wealth Advisors LLC
✚
|
NY | 0.1 |