Pine Valley Investments

Financial planning in Marlton, NJ

SEC registeredNo commissions reported

Call (856) 334-8260 Send a message Map ↗

Public-record details

Address: 10 E. Stow Rd., Suite 200, Marlton, NJ 08053
Phone: (856) 334-8260
Listed under: Financial planning, % of assets managed, Retirement plan consulting
Legal name: Pine Valley Investments Limited Liability Company
CRD number: 173995
Registration: SEC registered since 2015-01-08
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
Regulatory assets under management: $2.7 billion
Accounts managed: 5,785
Clients reported (Form ADV 5.D): 2,113
Individual / high-net-worth clients: 1,464 / 606
Employees: 37
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-30

SEC registered investment adviser, CRD 173995, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 173995 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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