HIGH PINES WEALTH MANAGEMENT LLC - Financial Advisor in Massachusetts, Duxbury

Tel: (617) 580-3141 40 Tremont Street Suite 62 Duxbury, Massachusetts 02332

About HIGH PINES WEALTH MANAGEMENT LLC

HIGH PINES WEALTH MANAGEMENT LLC is a Duxbury, Massachusetts based financial advisory firm with nearly $130,429,325 in assets under management and provides investment advisory services for 349 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

285191

Firm SEC#:

801-116935

Assets Under Management:

$130,429,325

No. of Clients:

349

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM

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