Pine Valley Investments
Investment Management • 
Mt. Laurel, New Jersey, United States • 21-50 Employees
Company overview
| Headquarters | 10 E Stow Rd, Suite 200, Marlton, New Jersey 08053, US |
| Phone number | +18563348260 |
| Website | |
| NAICS | 5231 |
| Keywords | Investment Advice, Portfolio Management, Financial Planning, Hedge Funds |
| Founded | 2014 |
| Employees | 21-50 |
| Socials |
Key Contacts at Pine Valley Investments
Thomas J. Crossett
Director
Kate Fay
Director Of Financial Planning
Christopher M. Bryan
Director
Jonathan Markoe
Managing Director
Victoria Cocciolone
Director Of Client Services & Investment Advisor
Sean Murphy
Director Of Private Wealth For Florida - Senior Vice President
Pine Valley Investments Email Formats
Pine Valley Investments uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@pinevalleyinvestments.com), used 75.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@pinevalleyinvestments.com | 75.9% |
{first name}{last name} | johndoe@pinevalleyinvestments.com | 13.8% |
{last name}{last name} | doedoe@pinevalleyinvestments.com | 6.9% |
{first initial} | j@pinevalleyinvestments.com | 3.4% |
About Pine Valley Investments
We are a registered investment advisory (RIA) firm dedicated to providing comprehensive wealth management solutions tailored to your unique financial goals. At Pine Valley Investments, we understand that managing your wealth is more than just investing. It's about creating a financial strategy that aligns with your lifestyle, values, and future aspirations. Our team of experienced investment managers is committed to helping you navigate the complexities of the financial markets. We specialize in serving high net worth individuals, families, and businesses, offering a range of services including portfolio management, financial planning, and retirement planning. Our client-first approach as a fiduciary ensures that we put your interests at the forefront of everything we do. Whether you're looking for investment management services or comprehensive financial planning, our team is here to guide you every step of the way. Discover the Pine Valley Investments difference today and experience a new level of personalized wealth management.
Pine Valley Investments revenue & valuation
| Annual revenue | $3,251,090 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $10,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Pine Valley Investments has 15 employees across 5 departments.
Departments
Number of employees
Funding Data
Pine Valley Investments has never raised funding before.
Pine Valley Investments Tech Stack
Discover the technologies and tools that power Pine Valley Investments's digital infrastructure, from frameworks to analytics platforms.
Advertising
Analytics
Blogs
Miscellaneous
Security
Analytics
CDN
Issue trackers
Miscellaneous
Appointment scheduling
Tag managers
France
United Kingdom
Canada
Frequently asked questions
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