ND Pitman & Company Inc

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Assets, Funds, Holdings

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ND Pitman & Company Inc
CRD #121180
SEC #801-64499
CIK #
AUM $148.8 MM (2024-03-27)
Employees 2 (100% Investors, 0% Brokers)
Phone251-345-7748
Address3800 Airport Blvd
Mobile, AL 36608
Source [IAPD]
Total AUM ($MM)
170136102683402003201020172025
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
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Confidential Management Advisors Inc
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