Pineridge Advisors, LLC
● SEC registered since 2021CRD 315100SEC# 801-121800St. Charles, MO
Reg. AUM
$504.2M
Employees
10
Accounts
2,280
Location
St. Charles, MO
About Pineridge Advisors
Pineridge Advisors is associated with FYRA Capital Management, which offers retirement planning, Medicare guidance, and tax optimization. It uses a Financial Focus process that discovers, evaluates, and plans toward each client's ideal retirement.
Summary based on the firm’s website.
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 $504.2 million in regulatory assets under management and employs 10 people.
Pineridge Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kyle Randall Jones Control | Managing Member, Cco | 25-50% | 2021 |
| Matthew Paul Allgeyer Control | Managing Member | 25-50% | 2021 |
| Peggyann Leona Mueller Control | Member | 5-10% | 2021 |
Frequently asked questions
How much does Pineridge Advisors, LLC manage?
Pineridge Advisors, LLC reports $504.2 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
| Address | 1520 South 5th Street, Suite 300, St. Charles, MO 63303 |
| Phone | 636-573-1212 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$504.2M▲ 15%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,389 advisers
EmployeesTop 40%
More than 60% of 16,799 advisers
Assets under management
$504.2Mregulatory AUM
Discretionary $504.2M