THE PINES WEALTH MANAGEMENT, LLC - Financial Advisor in North Carolina, Southern Pines

Tel: (910) 475-8312 104 Bradford Village Court Southern Pines, North Carolina 28387

About THE PINES WEALTH MANAGEMENT, LLC

THE PINES WEALTH MANAGEMENT, LLC is a Southern Pines, North Carolina based financial advisory firm with nearly $419,546,459 in assets under management and provides investment advisory services for 925 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

326353

Firm SEC#:

801-129712

Assets Under Management:

$419,546,459

No. of Clients:

925

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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Top Financial Advisory Firms in North Carolina, Southern Pines

FirmCRD#:104537

SEC#:801-125002

No. of Advisors:2

No. of Clients:470

AUM:$124,184,522

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

DREHER FINANCIAL PARTNERS

104537

801-125002

470

$124,184,522

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