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HIGH PINES WEALTH MANAGEMENT LLC
HIGH PINES WEALTH MANAGEMENT LLC
DUXBURY, Massachusetts
·
2 registered advisors
·
CRD# 285191
SEC# 801-116935
0
(617) 580-3141
01
Firm Overview
AUM
$130M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at HIGH PINES WEALTH MANAGEMENT LLC
2 registered advisors
Dawn Wilma Gibbons
DUXBURY, Massachusetts
CRD# 6767339
Jim Matthew Gibbons
DUXBURY, Massachusetts
CRD# 2564337
05
Office Locations
DUXBURY, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. HIGH PINES WEALTH MANAGEMENT LLC (CRD# 285191) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.