$9.6M Total AUM
$9.6M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-27-2025
- Office Locations
- 1
Office Locations
-- Clermont FL
About Pine TO Palm Financial, LLC
Pine TO Palm Financial, LLC is a Clermont-based RIA. The firm has been operating for 1 years. Managing $9.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$9.6M AVG AUM / ADVISOR
$191.6K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Vector
Client Personas
Element Catalyst bridge
Custodian
Pathway Vital Zenith Eagle
Investment Themes
Glacier Optima
Investment Vehicles
Pioneer
Services
Oak capital Momentum value Legacy radial Vital Matrix delta Zenith ember
Owner & Executives
DOUGLAS EUGENE HENKE
Chief Compliance Officer, Managing Member
- CRD
- #3099965
- Ownership
- 75% or more
(406) 778-7784
unison.vector@quantumcapital.com
in linkedin.com/in/summit-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,577,845 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,577,845 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,577,845
Equity - Exchange:
16.4% Public Funds:
31.5% Other:
17.0% Cash:
11.2% Equity - OTC:
23.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $449,713,838 | 16.4% |
| Public Funds | $863,779,628 | 31.5% |
| Other | $466,166,783 | 17.0% |
| Cash | $307,121,645 | 11.2% |
| Equity - OTC | $655,375,654 | 23.9% |
| Total | $2,742,157,548 | 100.0% |