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N.D. PITMAN & COMPANY, INC.

3800 Airport Blvd
Suite 306
Mobile, Alabama 36608
Tel: 251.345.7748

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About N.D. PITMAN & COMPANY, INC.

ND PITMAN & COMPANY, INC, formally registered with the SEC as ND PITMAN & COMPANY, INC. The firm was established in 07/12/2005. They have over 1 offices throughout the country.

N.D. PITMAN & COMPANY, INC. is a Mobile, Alabama based Financial Planning firm with nearly $148,758,694 assets under management, offering retirement planning & investment advisory services to 276 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#121180
SEC#801-64499
Assets Managed by Firm$148,758,694
No. of Clients276
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (CONSULTING)

Firm Client Information

No. of ClientsAUM
Firm Total276$148,758,694
Individuals (other than high net worth individuals)64$20,241,943
High net worth individuals44$105,411,498
Pension and profit sharing plans2$13,722,608
Charitable organizations1$380,459
Corporations or other businesses12$9,002,186

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