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Shannon T. Pitner and Company

● SEC registered since 2021CRD 311853SEC# 801-120360Indialantic, FL
Export (members)
Reg. AUM
$119.3M
Employees
2
Accounts
557
Location
Indialantic, FL

Shannon T. Pitner and Company assets under management

Shannon T. Pitner and Company is an investment advisory firm registered with the SEC based in Indialantic, FL. The firm has been registered since 2021. It reports $119.3 million in regulatory assets under management and employs 2 people.
www.nautiluswealthadvisors.comView on SEC.gov ↗

Shannon T. Pitner and Company owners & executives

1 reported
NameTitleOwnershipSince
Shannon Truse Pitner ControlFounder, Chief Executive Officer And Chief Compliance OfficerOver 75%1992

Frequently asked questions

How much does Shannon T. Pitner and Company manage?

Shannon T. Pitner and Company reports $119.3 million in regulatory assets under management on its Form ADV.

How many employees does Shannon T. Pitner and Company have?

Shannon T. Pitner and Company reports 2 employees.

Where is Shannon T. Pitner and Company located?

Shannon T. Pitner and Company is based in Indialantic, FL and has been SEC-registered since 2021.

Does Shannon T. Pitner and Company disclose fund performance?

Shannon T. Pitner and Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address410 N. Miramar Avenue, Indialantic, FL 32903
Phone(321) 724-1888
Fax(321) 951-8171
Office hours9:00a.m. - 5:30p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$119.3M
Non-discretionary$0
Total (RAUM)$119.3M