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- Custodian
- Jefferies · LPL Financial · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-25-2019
- Office Locations
- 1
Office Locations
About Pinetree Advisors Corp.
Pinetree Advisors Corp. is an independent Florida-registered RIA providing personalized wealth management and holistic financial guidance for high net worth individuals and families. The firm emphasizes transparency and acting in clients' best interests, and leverages institutional custodian relationships (e.g., Jefferies, Merrill Lynch) to streamline service and control costs. Portfolio work includes asset allocation using ETFs and fixed income.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
AMIR ARAZI
Chief Compliance Officer, Chief Executive Officer, DIRECTOR
- CRD
- #4776072
- Ownership
- 50% but less than 75%
OREN ALBERT ARAZI
Co-founder, President
- CRD
- #5603065
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,000,000 | $2,205,882 |
| Non-Discretionary | $0 | -- |
| Total | $120,000,000 | $2,205,882 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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