Pine Haven Investment Counsel, Inc.

Pine Haven Investment Counsel, Inc. (CRD# 129365) is a financial advisory firm headquartered in , . They manage $152,367,158 in 286 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
https://pinehaveninv.com/
By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    286
    ACCOUNTS
  • Average Account Value
    $532,752
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MA, MT, NH, OR, WA

Financial Advisors at Pine Haven Investment Counsel, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Paige Roth, financial advisor Fairhaven MA
Paige J. Roth
CRD#: 2428098
Fairhaven, MA

Paige Roth (CRD# 2428098) is an Investment Advisor Representative working at Pine Haven Investment Counsel, Inc. in Fairhaven, MA and has over 30 years of experience in the finance industry.

2
Casey Fitchett, financial advisor Fairhaven MA
Casey E. Fitchett
CRD#: 7791431
Fairhaven, MA

Casey Fitchett (CRD# 7791431) is an Investment Advisor Representative working at Pine Haven Investment Counsel, Inc. in Fairhaven, MA and has 1 year 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals