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| Keyboard |
| Pointer Financial Advisors LLC
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|---|---|
| CRD # | 326745 |
| SEC # | 801-128061 |
| CIK # | |
| AUM | 176.4 M (2026-03-25) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 301-804-0250 |
| Address | 10500 Little Patuxent Parkway Columbia, MD 21044 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 33.6 |
| (b) Individuals (high net worth individuals) | 61 | 139.6 |
| (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 | 3 | 3.2 |
| Total | 528 | 176.4 |
| By Discretionary | ||
| Discretionary | 528 | 176.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 528 | 176.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.4 | |
| Total | 528 | 176.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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|
Mallini Complete Financial Planning LLC
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|
Appalachian Capital Management Ltd
✚
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