Cliff
Van Ittersum

Pines Wealth Management, LLC

CRD#1060059

Investment Advisor

in Saint Louis, MO

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.

Get started

Investment Advisory Services

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