Pine Haven Investment Counsel, Inc.

Pine Haven Investment Counsel, Inc. (CRD# 129365) is a financial advisory firm headquartered in , . They manage $125,758,649 in 410 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    410
    ACCOUNTS
  • Average Account Value
    $306,728
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, NH, OR, TX, WA

Financial Advisors at Pine Haven Investment Counsel, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Kori L. Allen
CRD#: 1845744
Fairhaven, MA
96
Wealthminder
score

Kori Allen (CRD# 1845744) is an Investment Advisor Representative working at Pine Haven Investment Counsel, Inc. in Fairhaven, MA and has over 25 years of experience in the finance industry. Kori Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Paige J. Roth
CRD#: 2428098
Fairhaven, MA
96
Wealthminder
score

Paige Roth (CRD# 2428098) is an Investment Advisor Representative working at Pine Haven Investment Counsel, Inc. in Fairhaven, MA and has over 23 years of experience in the finance industry.

3
Gretchen L. Cole
CRD#: 4194331
Fairhaven, MA
93
Wealthminder
score

Gretchen Cole (CRD# 4194331) is an Investment Advisor Representative working at Pine Haven Investment Counsel, Inc. in Fairhaven, MA and has over 16 years of experience in the finance industry.

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