Pursuit Planning And Investments, LLC

Pursuit Planning And Investments, LLC (CRD# 297257) is a financial advisory firm headquartered in , . They manage $303,677 in 7 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.instagram.com/planyourpursuit/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $43,382
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, OR, TX

Financial Advisors at Pursuit Planning And Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nathaniel Baim, financial advisor Portland OR
Nathaniel D. Baim
CRD#: 6956579
Portland, OR

Nathaniel Baim (CRD# 6956579) is an Investment Advisor Representative working at Pursuit Planning And Investments, LLC in Portland, OR and has over 6 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.

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