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Pine Valley Investments
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Overview Share
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Cherry Hill, New Jersey
$566.7 million AUM
1 office

Pine Valley Investments is based in Cherry Hill, New Jersey and has $566.7 million in assets under management.

1810 Chapel Ave. West
Suite 150
Cherry Hill, NJ 08002
$566.7 million
AUM Share
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Assets under management
1,614 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 425 $175,327,000 31% $412,534
High net worth individuals 95 $376,345,000 66% $3,961,526
Pension and profit sharing plans 10 $15,000,000 3% $1,500,000
Employees Share
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Investment analysts
80% of total employees
AUM per employee Share
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Assets under management
AUM per employee
AUM per investment analyst
About Share
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Pine Valley Investments makes money through the following ways:

  • Percentage of AUM
Services offered

Pine Valley Investments provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
Business activities
  • Broker-dealer
  • Insurance broker or agent
Firm data Share
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CRD number 173,995
SEC number 801-80742
Legal structure Limited Liability Company
Legal governance New Jersey, United States
Latest ADV filing date May 05, 2020

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