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Pineridge Advisors, LLC

● SEC registered since 2021CRD 315100SEC# 801-121800St. Charles, MO
Export (members)
Reg. AUM
$436.8M
Employees
10
Accounts
2,214
Location
St. Charles, MO

Pineridge Advisors, LLC assets under management

Pineridge Advisors, LLC is an SEC-registered investment adviser based in St. Charles, MO. The firm has been registered since 2021. It reports $436.8 million in regulatory assets under management and employs 10 people.

Pineridge Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Kyle Randall Jones ControlManaging Member, Cco25-50%2021
Matthew Paul Allgeyer ControlManaging Member25-50%2021
Peggyann Leona Mueller ControlMember5-10%2021

Frequently asked questions

How much does Pineridge Advisors, LLC manage?

Pineridge Advisors, LLC reports $436.8 million in regulatory assets under management on its Form ADV.

How many employees does Pineridge Advisors, LLC have?

Pineridge Advisors, LLC reports 10 employees.

Where is Pineridge Advisors, LLC located?

Pineridge Advisors, LLC is based in St. Charles, MO and has been SEC-registered since 2021.

Does Pineridge Advisors, LLC disclose fund performance?

Pineridge Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1520 South 5th Street, Suite 300, St. Charles, MO 63303
Phone636-573-1212
Office hours9a.m. To 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$429.7M
Non-discretionary$7.1M
Total (RAUM)$436.8M