RIA Intel›Advisers›Maryland›PINE TREE FINANCIAL SERVICES, INC.

PINE TREE FINANCIAL SERVICES, INC.

Advisory

Data as of Aug 20, 2013 · Source: SEC Form ADV

Average account

$450K

across 10 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 20, 2013.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$5M

Discretionary AUM$0

Non-Discretionary AUM$5M

Discretionary %0%

Total Clients—

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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