Facts and Insights
Founded in 1998, N.D. PITMAN & COMPANY, INC. is a wealth management firm that specializes in providing financial solutions to individuals, families, and businesses. With over 20 years of experience, the firm has established a reputation for delivering expert financial guidance and personalized service to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2021 | $500 | 10 |
| 2020 | $450 | 8 |
| 2019 | $400 | 7 |
Financial Services Offered
N.D. PITMAN & COMPANY, INC. offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management. Their team of advisors has the expertise and resources to create customized financial plans that align with their client’s goals and needs.
Client Types
The firm caters to a diverse range of clients, including high-net-worth individuals, families, business owners, and retirees. They understand that each client has a unique financial situation, and they tailor their services accordingly to help them achieve their financial objectives.
Fees & Compensation
N.D. PITMAN & COMPANY, INC. charges a fee for their services, which is based on a percentage of the client’s assets under management. This fee structure ensures that their interests are aligned with their clients, as the better their investments perform, the more they earn. The firm has a transparent fee structure and does not charge any hidden fees.
Background
The team at N.D. PITMAN & COMPANY, INC. is led by founder and president, N.D. Pitman, who has over 30 years of experience in the financial industry. He holds various professional certifications and licenses, including Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), and Series 7, 63, and 65 licenses.
Financial Advisor Disclosures to Know
The firm has a clean disclosure record, indicating that there have been no legal or disciplinary actions taken against them. They prioritize transparency and ensure that their clients are well-informed about any potential risks or conflicts of interest.
How does the advisor help clients – Key Takeaways:
- Over 20 years of experience in providing expert financial guidance and personalized service.
- A diverse range of financial services to cater to different client needs.
- A transparent fee structure based on a percentage of assets under management.
- Clean disclosure record with no legal or disciplinary actions taken against the firm.