⚲
|
ND Pitman & Company Inc
✚
| |
---|---|
CRD # | 121180 |
SEC # | 801-64499 |
CIK # | |
AUM | $148.8 MM (2024-03-27) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 251-345-7748 |
Address | 3800 Airport Blvd Mobile, AL 36608 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 64 | 20.2 |
(b) Individuals (high net worth individuals) | 44 | 105.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 2 | 13.7 |
(h) Charitable organizations | 1 | 0.4 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 12 | 9.0 |
(n) Other | 0 | 0.0 |
Total | 276 | 148.8 |
By Discretionary | ||
Discretionary | 42 | 9.2 |
Non-Discretionary | 234 | 139.6 |
Total | 276 | 148.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 148.8 | |
Total | 276 | 148.8 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
MK Brown Wealth Advisory LLC
✚
|
OH | 0.1 |
Alere Planning LLC
✚
|
MD | 0.1 |
SFG Wealth Advisors LLC
✚
|
FL | 0.1 |
Investment Management Corporation
✚
|
VA | 0.1 |
My Wealth Management Inc
✚
|
MD | 0.1 |
Kinwell LLC
✚
|
SC | 0.1 |
Hofer & Associates Inc
✚
|
CA | 0.1 |
Go Invest LLC
✚
|
UT | 0.1 |
Fortis Portfolio Solutions LLC
✚
|
IL | 0.1 |
Confidential Management Advisors Inc
✚
|
MI | 0.1 |