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POINTER FINANCIAL ADVISORS LLC
CRD 326745 · SEC 801-128061
10500 LITTLE PATUXENT PARKWAY, SUITE 460, COLUMBIA, MD, 21044, United States
Phone
301-804-0250
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$176.4M
Discretionary AUM
$176.4M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $33.6M |
| High net worth individuals | 61 | $139.6M |
States served
MD, NC, PA, SC, VA, FL
All web addresses on file
Official SEC filing: View on IAPD