3800 Airport Blvd
Suite 306
Mobile, Alabama 36608
Tel: 251.345.7748
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 121180 |
SEC# | 801-64499 |
Assets Managed by Firm | $148,758,694 |
No. of Clients | 276 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 276 | $148,758,694 |
Individuals (other than high net worth individuals) | 64 | $20,241,943 |
High net worth individuals | 44 | $105,411,498 |
Pension and profit sharing plans | 2 | $13,722,608 |
Charitable organizations | 1 | $380,459 |
Corporations or other businesses | 12 | $9,002,186 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$23,574,716,836 | 61 | 19 | |
$16,990,335,269 | 2 | 29 | |
$14,539,829,905 | 22135 | 261 | |
$8,110,107,935 | 50 | 167 | |
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223 | $7,878,130,018 | 367 | 42 |
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