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PINE HAVEN INVESTMENT COUNSEL, INC.
CRD 129365 · SEC 801-71502
CA, United States
Phone
(508) 993-0336
Fax
(888)764-6760
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$193.4M
Discretionary AUM
$177.7M
Team
3 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $16.7M |
| High net worth individuals | 41 | $165.9M |
States served
CA, MA, MT, OR, WA, NH
All web addresses on file
Official SEC filing: View on IAPD