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MAUNEY-PITT FINANCIAL MANAGEMENT, INC.
CRD 337870 · SEC 801-134536
310-2 EAST GRAHAM STREET, SHELBY, NC, 28150, United States
Phone
(704) 481-0101
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$418.0M
Discretionary AUM
$418.0M
Team
6 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 550 | $143.0M |
| High net worth individuals | 150 | $268.0M |
| Pension/profit sharing plans | 5 | $5.0M |
States served
NC, OK, SC, TN, FL
All web addresses on file
Official SEC filing: View on IAPD