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Last updated: February 18th, 2020. Data source: SEC filings.
Pinney & Scofield, federally registered in 1985, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 3 advisors. Pinney & Scofield manages $502.1 million and provides investment advisory services for 286 clients (1:96 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 20%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||17|
|Percentage of Advisors Trusted||75%|
|Average Client Balance||$1,755,624|
|Total AUM||$502.1 million|
|Advisor / Client Ratio||1:96|
|SEC Filings||View SEC IAPD CRD #105365|
|State(s) Registered||CA, CT, FL, ID, LA, ME, MA, NH, NJ, NY, NC, OR, TX, VA|