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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-12-2024
- Office Locations
- 1
Office Locations
About Pinecrest Advisors
Pinecrest Advisors is a fiduciary wealth planning and investment management firm serving private clients. The firm emphasizes objective advice, long-term planning, and transparent, upfront all-inclusive pricing. Portfolios are built with research-backed, cost-conscious strategies using diversified allocations that may include ETFs and mutual funds. Led by Parker Lenz in Kalispell, MT, Pinecrest Advisors is an investment adviser registered with the State of Wisconsin and works with custodians including Charles Schwab.
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Owner & Executives
PARKER WILLIAM LENZ
President
- CRD
- #6222874
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,072,057 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,072,057 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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