Cliff
Van Ittersum

Pines Wealth Management, LLC

CRD#1060059
Investment Advisor
in Saint Louis, MO

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About this Advisor

Cliff Van Ittersum is a certified financial planner and chartered financial consultant based in Saint Louis, Missouri. Currently an investment advisor at Pines Wealth Management, LLC, Van Ittersum has a notable 23 years of experience as an investment advisor. Van Ittersum has a Series 63 license, certifying the advisor as a securities representative. Van Ittersum is able to work with customers in Missouri. Van Ittersum has gained experience at Royal Alliance Associates, Inc and Pines Wealth Management, LLC. Pines Wealth Management, LLC is headquartered in Saint Louis, Missouri. In aggregate, Pines Wealth Management, LLC manages $71 million in assets covering 203 client accounts and employs two staff members. The firm's total assets under management places it among the smaller financial advisory firms in the nation. The firm manages 97 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 22% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Pines Wealth Management, LLC provides financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

23 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

11475 Olde Cabin Road Suite 220
Saint Louis, MO 63141-7129

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Pines Wealth Management, LLC Brokerage Details

Total Assets Under Management

$70,769,633

MO Average: $11,469,110,461
Total Number of Employees

2

MO Average: 458
Total Number of Accounts

203

MO Average: 33,415
Average Account Size

$348,619

MO Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Cliff Van Ittersum Work History

Cliff has 23 years of experience.

2004 - Present (17 years)

Pines Wealth Management, LLC

1997 - Present (24 years)

Royal Alliance Associates, Inc

Disclosures

Cliff Van Ittersum has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pines Wealth Management, LLC

Lon Broske
Saint Louis, MO
Cliff Van Ittersum
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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