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Benjamin Edward Holzhauser

FIVE PINE WEALTH MANAGEMENT INC.·COEUR D'ALENE, Idaho
Clean recordFIVE PINE WEALTH MANAGEMENT INC.
250 NORTHWEST BLVD. SUITE 111, COEUR D'ALENE, ID 83814CRD# 6166950Firm CRD# 317657

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Edward Holzhauser · COEUR D'ALENE, ID
Registration
CRD #6166950 · FIVE PINE WEALTH MANAGEMENT INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Benjamin Edward Holzhauser is a registered financial advisor based in COEUR D'ALENE, Idaho, affiliated with FIVE PINE WEALTH MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
FIVE PINE WEALTH MANAGEMENT INC.
FIVE PINE WEALTH
AUM
$131M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FIVE PINE WEALTH MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6166950
Firm CRD# 317657
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Benjamin Edward Holzhauser offer?
Benjamin Edward Holzhauser specializes in Financial Planning, Investment Management. Contact their office in COEUR D'ALENE, Idaho for a consultation.
What are Benjamin Edward Holzhauser's credentials?
Benjamin Edward Holzhauser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Edward Holzhauser located?
Benjamin Edward Holzhauser is based in COEUR D'ALENE, Idaho, working with FIVE PINE WEALTH MANAGEMENT INC.. Their office serves clients in the COEUR D'ALENE metropolitan area and surrounding communities.
How does Benjamin Edward Holzhauser charge for services?
Benjamin Edward Holzhauser's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIVE PINE WEALTH MANAGEMENT INC.?
FIVE PINE WEALTH MANAGEMENT INC. has approximately 5 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FIVE PINE WEALTH MANAGEMENT INC.

Jeremy Daniel Morris
COEUR D'ALENE, ID

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Research
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