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Pointer Financial Advisors LLC

● SEC registered since 2023CRD 326745SEC# 801-128061Columbia, MD
Export (members)
Reg. AUM
$139.4M
Employees
4
Accounts
499
Location
Columbia, MD

Pointer Financial Advisors LLC assets under management

Pointer Financial Advisors LLC is an investment advisory firm registered with the SEC based in Columbia, MD. The firm has been registered since 2023. It reports $139.4 million in regulatory assets under management and employs 4 people.
www.pointeradvisors.comView on SEC.gov ↗

Pointer Financial Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
Timothy Nicholas Mudd ControlChief Executive Officer, Chief Investment Officer & Chief Compliance Officer, PrincipalOver 75%2023

Frequently asked questions

How much does Pointer Financial Advisors LLC manage?

Pointer Financial Advisors LLC reports $139.4 million in regulatory assets under management on its Form ADV.

How many employees does Pointer Financial Advisors LLC have?

Pointer Financial Advisors LLC reports 4 employees.

Where is Pointer Financial Advisors LLC located?

Pointer Financial Advisors LLC is based in Columbia, MD and has been SEC-registered since 2023.

Does Pointer Financial Advisors LLC disclose fund performance?

Pointer Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10500 Little Patuxent Parkway, Suite 460, Columbia, MD 21044
Phone301-804-0250
Office hours9a.m. - 5p.m. Et
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$139.4M
Non-discretionary$0
Total (RAUM)$139.4M