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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Shannon T Pitner and Company
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|---|---|
| CRD # | 311853 |
| SEC # | 801-120360 |
| CIK # | |
| AUM | $119.3 M (2025-02-25) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 321-724-1888 |
| Address | 410 N Miramar Avenue Indialantic, FL 32903 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 9.9 |
| (b) Individuals (high net worth individuals) | 33 | 101.1 |
| (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 | 9 | 8.2 |
| (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 | 0.0 |
| Total | 557 | 119.3 |
| By Discretionary | ||
| Discretionary | 557 | 119.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 557 | 119.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.3 | |
| Total | 557 | 119.3 |
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|---|---|---|
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CA | 0.1 |
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OH | 0.1 |
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LD Lowe Wealth Advisory Inc
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TX | 0.1 |
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FREC Advisers LLC
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CA | 0.1 |
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Sklar Capital Advisors LLC
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NM | 0.1 |
|
HDA Wealth Management LLC
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OH | 0.1 |
|
LaSalle Investment Advisors Inc
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WI | 0.1 |