POINTER FINANCIAL ADVISORS LLC

10500 Little Patuxent Parkway
Suite 460
Columbia, Maryland 21044
Tel: 301-804-0250

About POINTER FINANCIAL ADVISORS LLC

POINTER FINANCIAL ADVISORS LLC, formally registered with the SEC as POINTER FINANCIAL ADVISORS LLC. The firm was established in 05/26/2023. They have over 1 offices throughout the country.

POINTER FINANCIAL ADVISORS LLC is a Columbia, Maryland based Financial Planning firm with nearly $111,879,752 assets under management, offering retirement planning & investment advisory services to 426 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	326745
SEC#	801-128061
Assets Managed by Firm	$111,879,752
No. of Clients	426
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	426	$111,879,752
Individuals (other than high net worth individuals)	98	$39,162,694
High net worth individuals	38	$71,480,894

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