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Pinetree Advisors Corp.

EST. AUM
$120,000,000

CONTACTS

CLIENT ACCOUNTS
57

Firm Details

Metro area Miami
CRD Number 299275
Website pinetreeadvisors.us
Client types

Overview

Pinetree Advisors Corp. is an SEC-registered investment adviser headquartered in Miami, Florida. The firm provides discretionary portfolio management and investment advisory services primarily to individuals and high-net-worth clients. It manages customized investment portfolios across equities, fixed income, mutual funds, exchange-traded funds, money market instruments, certificates of deposit, government securities, structured products, and selected real estate investments. The firm's fiduciary approach emphasizes ongoing portfolio monitoring, tailored investment strategies, and personalized wealth management designed to align with each client's financial objectives and risk tolerance.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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