PIN WEALTH, LLC

PIN WEALTH

NORTH READING, Massachusetts·3 registered advisors·CRD# 316919

SEC# 801-1227131781-239-1187

01

Firm Overview

AUM

$84M

Regulatory assets under management

Employees

2

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

03

Specialties

Financial Planning Investment Management

04

Advisors at PIN WEALTH, LLC

3 registered advisors

David Anderson Knechtle

NORTH READING, Massachusetts

Joshua Michael Wilson

NORTH READING, Massachusetts

Miranda Jean Lazzara

NORTH READING, Massachusetts

05

Office Locations

NORTH READING, Massachusetts

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors

Data sourced from SEC Form ADV filings. PIN WEALTH, LLC (CRD# 316919) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.