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N.D. PITMAN & COMPANY, INC.
3800 Airport Blvd
Suite 306
Mobile, Alabama 36608
Tel: 251.345.7748
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 Status | Approved |
|---|---|
| Firm CRD# | 121180 |
| SEC# | 801-64499 |
| Assets Managed by Firm | $148,758,694 |
| No. of Clients | 276 |
| No. of Advisors | 2 |
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 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 |
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