PINION INVESTMENT ADVISORS, LLC
Available Loaders
Identifiers
| Authority | Identifier | Display | As Of | Confidence |
|---|---|---|---|---|
| adv_crd | 114556 | 114556 | — | 1.0 |
| sec_file_number | 801-63322 | 801-63322 | — | — |
Profile
Aliases:
- PINION WEALTH MANAGEMENT, LLC adv_xlsx
ADV Metrics
Assets & Accounts
- RAUM (total)649,043,048.0
- RAUM (discretionary)615,893,567.0
- Actionable assets559,148,359.0
- Accounts1,340.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,065,481.0
- Charitable AUM6,120,339.0
- HNW AUM296,804,954.0
People
| Name | Title | Role | Evidence | |
|---|---|---|---|---|
| No people recorded. | ||||
Outbound Affiliations
| Relation | Organization | Last Updated | Evidence |
|---|---|---|---|
| No outbound affiliations. | |||
Inbound Affiliations
| Relation | Organization | Last Updated | Evidence |
|---|---|---|---|
| No inbound affiliations. | |||
Evidence
No evidence recorded for this organization yet.