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PINE VALLEY INVESTMENTS
PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY
CRD 173995 · SEC 801-80742
10 E. STOW RD., SUITE 200, MARLTON, NJ, 08053, United States
Phone
856-334-8260
Fax
856-356-2598
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.67B
Discretionary AUM
$2.67B
Team
37 total employees; 31 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1464 | $388.3M |
| High net worth individuals | 606 | $1.91B |
| Pooled investment vehicles | 2 | $124.0M |
| Pension/profit sharing plans | 16 | $28.8M |
| Charitable organizations | 25 | $40.1M |
States served
AZ, CA, CO, DE, DC, GA, IL, LA, MD, MA, MI, NJ, NY, NC, OH, PA, SC, TN, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD