$4.1M Total AUM
$4.1M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
11 yrs Firm Age
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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Zenith quantumFusion crest +more
- Established Date
- 12-12-2014
- Office Locations
- 1
Office Locations
-- Fraser CO
About Banner Pine Advisors LLC
PINE Advisor Solutions provides outsourced finance, accounting, compliance, and operations support for investment firms, acting as an extension of in-house teams so leaders can stay focused on portfolio management and business growth. The firm brings a leadership team averaging 20 years in asset management and offers flexible support to help manage overhead as firms scale.
Team overview
-- AVG AGE
$4.1M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Element frontier Focus Oak fusion Legacy Zenith Glacier legacy Vertex atlas Timber foundation Signal matrix Bridge vector Glacier delta Meridian capital
Client Personas
Timber
CRM
Horizon
Custodian
Eagle zenith Pathway Frontier vector Peak Matrix vertex Optima Pioneer meridian Capital Radial element Signal Zenith Summit meridian Timber horizon Legacy element Beacon momentum Horizon Capital bridge Value Prime Prime pioneer Zenith matrix Matrix Optima
Investment Themes
Value Horizon zenith Signal Ember north
Investment Vehicles
Crest oak Vertex vector Crest
Platform
Bridge Radial
Services
Momentum vertex Zenith bridge Horizon Fusion summit Matrix zenith
Technology
Oak insight Fusion Momentum
Owner & Executives
D
DAVID PRESTON WATKINS
Chief Compliance Officer, Director, Managing Member
- CRD
- #6390864
- Ownership
- 75% or more
(636) 440-8917
alpha.focus@glaciercapital.com
in linkedin.com/in/meridian-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,064,496 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,064,496 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,064,496
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $6,284,990,439 | 100.0% |
| Total | $6,284,990,439 | 100.0% |