Overview
Assets Under Management: $149 million
Headquarters: MOBILE, AL
High-Net-Worth Clients: 47
Average Client Assets: $2 million
Frequently Asked Questions
N.D. PITMAN & COMPANY, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121180), N.D. PITMAN & COMPANY, INC. is subject to fiduciary duty under federal law.
N.D. PITMAN & COMPANY, INC. is headquartered in MOBILE, AL.
N.D. PITMAN & COMPANY, INC. serves 47 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, N.D. PITMAN & COMPANY, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
N.D. PITMAN & COMPANY, INC. manages $149 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, N.D. PITMAN & COMPANY, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.66
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 276
Discretionary Accounts: 42
Non-Discretionary Accounts: 234
Regulatory Filings
CRD Number: 121180
Last Filing Date: 2024-03-27 00:00:00
Website: https://ndpitman.com