Overview
Assets Under Management: $119 million
Headquarters: INDIALANTIC, FL
High-Net-Worth Clients: 33
Average Client Assets: $3 million
Frequently Asked Questions
SHANNON T. PITNER AND COMPANY 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 #311853), SHANNON T. PITNER AND COMPANY is subject to fiduciary duty under federal law.
SHANNON T. PITNER AND COMPANY is headquartered in INDIALANTIC, FL.
SHANNON T. PITNER AND COMPANY serves 33 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, SHANNON T. PITNER AND COMPANY offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SHANNON T. PITNER AND COMPANY manages $119 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, SHANNON T. PITNER AND COMPANY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.79
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 557
Discretionary Accounts: 557
Regulatory Filings
CRD Number: 311853
Last Filing Date: 2025-02-25 00:00:00
Website: https://nautiluswealthadvisors.com