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| Pointer Financial Advisors LLC
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| |
|---|---|
| CRD # | 326745 |
| SEC # | 801-128061 |
| CIK # | |
| AUM | $111.9 MM (2024-03-21) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 301-804-0250 |
| Address | 10500 Little Patuxent Parkway Columbia, MD 21044 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 39.2 |
| (b) Individuals (high net worth individuals) | 38 | 71.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 1.2 |
| Total | 426 | 111.9 |
| By Discretionary | ||
| Discretionary | 426 | 111.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 426 | 111.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.9 | |
| Total | 426 | 111.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Prince Asset Management Inc
✚
|
FL | 0.1 |
|
Parrish Capital LLC
✚
|
GA | 0.1 |
|
Dover Investment Advisory Corporation
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|
MA | 0.1 |
|
Cyr Financial Inc
✚
|
IL | 0.1 |
|
Freeboard Capital LLC
✚
|
WI | 0.1 |
|
Rydar Equities Inc
✚
|
TX | 0.1 |
|
Capital View Wealth Management LLC
✚
|
IA | 0.1 |
|
Symphony Wealth Management LLC
✚
|
FL | 0.1 |
|
Catherine Avery Investment Management LLC
✚
|
FL | 0.1 |
|
Frango Financial LLC
✚
|
DC | 0.1 |