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POTTLE FINANCIAL SERVICES, INC
CRD 140181
120 APPLECROSS RD., PINEHURST, NC, 28374, United States
Phone
910-690-6527
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$62.3M
Discretionary AUM
$62.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $9.7M |
| High net worth individuals | 16 | $51.4M |
All web addresses on file
Official SEC filing: View on IAPD