AdvisorOS Directory
Claim Profile
TH

Timothy Hall Holmes

PINE CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, California
Unclaimed Profile
100 PINE STREET, SAN FRANCISCO, CA 94111CRD# 2125769Firm CRD# 160553
01

About

Timothy Hall Holmes is a registered financial advisor based in SAN FRANCISCO, California, affiliated with PINE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
PINE CAPITAL MANAGEMENT, LLC
PINE CAPITAL MANAGEMENT, LLC
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PINE CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2125769
Firm CRD# 160553
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Timothy Hall Holmes offer?
Timothy Hall Holmes specializes in Investment Management, Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Timothy Hall Holmes's credentials?
Timothy Hall Holmes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Hall Holmes located?
Timothy Hall Holmes is based in SAN FRANCISCO, California, working with PINE CAPITAL MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Timothy Hall Holmes charge for services?
Timothy Hall Holmes's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINE CAPITAL MANAGEMENT, LLC?
PINE CAPITAL MANAGEMENT, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN FRANCISCO
Ron David Zeff — CARMEL MANAGEMENT III, LLCRichard Charles Blum — BLUM INVESTMENT PARTNERS, INC.Christopher John Beda — CARMEL MANAGEMENT III, LLCAlissa Carnot Douglas — VERNAL POINT ADVISORS, LLCDavid Kurzweil — ACORE CAPITAL, LP
Nearby cities in California
LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
LOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile