N.d. Pitman & Company, Inc.

N.d. Pitman & Company, Inc. (CRD# 121180) is a financial advisory firm headquartered in Mobile, AL. They manage $147,590,382 in 240 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3800 Airport Blvd, Suite 306, Mobile, AL 36608
By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $614,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, LA, TX

Financial Advisors at N.d. Pitman & Company, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Dalton Owens, financial advisor Mobile AL
Dalton K. Owens
CRD#: 6822824
3800 Airport Blvd., Suite 306, Mobile, AL 36608

Dalton Owens (CRD# 6822824) is an Investment Advisor Representative working at N.d. Pitman & Company, Inc. in Mobile, AL and has over 3 years of experience in the finance industry.

2
Norman Pitman, financial advisor Mobile AL
Norman D. Pitman
CRD#: 1081645
3800 Airport Boulevard, Suite 306, Mobile, AL 36608

Norman Pitman (CRD# 1081645) is an Investment Advisor Representative working at N.d. Pitman & Company, Inc. in Mobile, AL and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals