DBA: PINE GROVE FINANCIAL GROUP
| Total AUM | $1.49B |
| Discretionary | $1.49B100% of AUM |
| Client Accounts | 4,270 |
| Avg Account Size | $349K |
| Employees | 24 |
| Peak AUM | $1.49BMar 2026 |
Total AUM
$1.5B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.5B | +19.5% | +28.7% | +22.4% | |
| Discretionary AUM | |||||
| Total AUM | $1.49B |
| Discretionary | $1.49B |
| Employees | 24 |
| Client Accounts | 4270 |
| Client Range | 26-50 |
Address
796 BIELENBERG DR.
WOODBURY MN 55125-1412
Phone
651 714 0323
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $1.5B |
| +19.5% |
| +28.7% |
| +22.4% |
| Total Accounts | 4k | +4.6% | +6.5% | +8.0% |
| Avg Account Size | $349,255.412 | +14.2% | +20.8% | +13.3% |
| Employees | 24 | +14.3% | +33.9% | +15.8% |
| AUM / Employee | $62M | +4.6% | 3.9% | +5.8% |
Client AUM Segments | |||||
| Wealth AUM | $1.5B | +19.5% | +28.7% | +22.4% | |
Client Count Segments | |||||
| HNW Clients | 898 | 4.2% | +7.3% | +3.8% | |
| Individuals | 506 | +32.8% | +41.9% | +27.8% | |