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They include 1,464 individual clients, 606 high-net-worth individuals and 25 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Pine Valley Investments Limited Liability offer?","answer":"Pine Valley Investments Limited Liability provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, selecting other managers, family office services, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Pine Valley Investments Limited Liability charge?","answer":"Pine Valley Investments Limited Liability charges 1.00%–1.80% a year for its Portfolio management (PVI-direct clients). The fee is billed in advance and is negotiable.","source":"ADV PART 2A- PINE VALLEY INVESTMENTS, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Pine Valley Investments Limited Liability use?","answer":"Pine Valley Investments Limited Liability’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2.54B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Pine Valley Investments Limited Liability have?","answer":"Pine Valley Investments Limited Liability has 31 investment adviser representatives registered with state securities authorities, out of 37 employees, and 31 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 13 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Pine Valley Investments Limited Liability invest in?","answer":"At the end of its last fiscal year, Pine Valley Investments Limited Liability’s separately managed accounts held 77% exchange-traded equities, 9% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 3% U.S. government and agency bonds, 2% investment grade corporate bonds, 1% non-exchange-traded equities and 1% state and local bonds. It advises 2 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Pine Valley Investments Limited Liability?","answer":"Pine Valley Investments Limited Liability’s direct owners are Harry Morad, Joseph Duncan, Michael Modica, Christopher O'Neill and Nicholas Lampone, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Pine Valley Investments Limited Liability get paid?","answer":"Pine Valley Investments Limited Liability is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Pine Valley Investments Limited Liability registered with the SEC?","answer":"Yes, Pine Valley Investments Limited Liability has been registered with the SEC as an investment adviser since 8 January 2015. Its CRD number is 173995 and its SEC file number is 801-80742.","source":"Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Pine Valley Investments Limited Liability?","answer":"Pine Valley Investments Limited Liability’s main office is at 10 E. Stow RD., Suite 200, Marlton, NJ 08053. Its phone number is 856-334-8260. 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