Overview
Assets Under Management: $176 million
Headquarters: COLUMBIA, MD
High-Net-Worth Clients: 61
Average Client Assets: $2.3 million
Frequently Asked Questions
POINTER FINANCIAL ADVISORS LLC 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 #326745), POINTER FINANCIAL ADVISORS LLC is subject to fiduciary duty under federal law.
POINTER FINANCIAL ADVISORS LLC is headquartered in COLUMBIA, MD.
POINTER FINANCIAL ADVISORS LLC serves 61 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, POINTER FINANCIAL ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
POINTER FINANCIAL ADVISORS LLC manages $176 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, POINTER FINANCIAL ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.11%
Average Client Assets: $2.3 million
Total Client Accounts: 528
Discretionary Accounts: 528
Regulatory Filings
CRD Number: 326745
Filing ID: 2060043
Last Filing Date: 2026-03-25 14:52:22