High Pines Wealth Management LLC
High Pines Wealth Management LLC (CRD# 285191) is a financial advisory firm headquartered in Duxbury, MA. They manage $130,429,325 in 349 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management130MILLION
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Total Number of Accounts349ACCOUNTS
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Average Account Value$373,723
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, MI, NH, NY, TX, WA
Financial Advisors at High Pines Wealth Management LLC
1
Jim Gibbons (CRD# 2564337) is an Investment Advisor Representative working at High Pines Wealth Management LLC in Duxbury, MA and has over 28 years of experience in the finance industry.
2
Raymond Morris (CRD# 5737357) is an Investment Advisor Representative working at High Pines Wealth Management LLC in Duxbury, MA and has over 14 years of experience in the finance industry.
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