Overview
Assets Under Management: $149 million
Headquarters: MOBILE, AL
High-Net-Worth Clients: 47
Average Client Assets: $2 million
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