Pin Wealth

Pin Wealth (CRD# 316919) is a financial advisory firm headquartered in North Reading, MA. They manage $83,530,069 in 491 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
348 Park Street, Suite 107, North Reading, MA 01864
https://www.pinboston.com
By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    491
    ACCOUNTS
  • Average Account Value
    $170,122
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA

Financial Advisors at Pin Wealth
Showing 1 - 2 of 2 top financial advisors.
1
Miranda Lazzara, financial advisor North Reading MA
Miranda J. Lazzara
CRD#: 6596023
348 Park Street, Suite 107, North Reading, MA 01864

Miranda Lazzara (CRD# 6596023) is an Investment Advisor Representative working at Pin Wealth in North Reading, MA and has over 5 years of experience in the finance industry.

2
Joshua Wilson, financial advisor North Reading MA
Joshua M. Wilson
CRD#: 5522320
348 Park Street, Suite 107, North Reading, MA 01864

Joshua Wilson (CRD# 5522320) is an Investment Advisor Representative working at Pin Wealth in North Reading, MA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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