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Building 2POINTER FINANCIAL ADVISORS LLC

Map pinCOLUMBIA, MD
Phone301-804-0250
NotebookSEC #801-128061
Total AUM
$176.4M
Employees
5
Clients
160

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10500 LITTLE PATUXENT PARKWAY
SUITE 460
COLUMBIA
MD 21044
United States
Operating Hours
9AM - 5PM ET
Monday - Friday
Phone
301-804-0250

ReceiptFinancials

Total AUM
$176.4M
Accounts
528
Discretionary
$176.4M
Accounts
528
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
96
AUM
$33.6M
HNW Individual Clients
61
AUM
$139.6M
Other Clients
3
AUM
$3.2M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNCPASCVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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