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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2023
- Office Locations
- 1
Office Locations
About Pinelight Financial Pllc
Pinelight Financial is an Illinois-registered RIA serving individuals and businesses with fiduciary investment management, financial planning, and tax planning/preparation. Led by Jordan Johnson, CPA, the firm builds diversified, researched portfolios and tax-smart strategies across retirement accounts and business retirement plans (e.g., SEP, SIMPLE, 401(k), cash balance), aligning investing and taxes in one practice.
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Owner & Executives
Jordan Timothy Johnson
Chief Compliance Officer, Managing Member, PRINCIPAL, Principal Advisor
- CRD
- #6802639
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,125,521 | -- |
| Non-Discretionary | $6,196,537 | -- |
| Total | $41,322,058 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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