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How does the advisor help clients – Key Takeaways:
Pithom Advisors, Inc. provides expert financial advice and support to its clients, helping them achieve their financial goals and secure their financial future. With years of experience and a team of knowledgeable advisors, Pithom Advisors, Inc. has become a trusted and sought-after financial partner for individuals and businesses alike. Learn more about what sets Pithom Advisors, Inc. apart and how they can help you reach your financial goals.
Facts and Insights
With a focus on personalized solutions and a commitment to client satisfaction, Pithom Advisors, Inc. has established a strong reputation in the financial industry. Their team of advisors has a wealth of knowledge and expertise in various financial areas, including investment management, retirement planning, and tax strategies. This allows Pithom Advisors, Inc. to offer comprehensive and tailored services to meet the unique needs of each client.
Pithom Advisors, Inc. also stays up-to-date with the latest trends and insights in the financial world, ensuring that their clients have access to the best advice and strategies to achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| 2019 | 2018 | 2017 | |
|---|---|---|---|
| Assets Under Management | $500 million | $425 million | $375 million |
| Number of Advisors | 10 | 8 | 6 |
| Time in Business | 5 years | 4 years | 3 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax strategies
- Insurance planning
- Education planning
- Wealth preservation
Client Types
Pithom Advisors, Inc. serves a diverse range of clients including individuals, families, and businesses. Their services are tailored to meet the unique needs and financial goals of each client, regardless of their size or industry.
Fees & Compensation
Pithom Advisors, Inc. operates on a fee-only model, meaning that their only source of compensation is from the fees paid by their clients. This ensures that their advice is unbiased and in the best interest of their clients. The fees charged by Pithom Advisors, Inc. are based on a percentage of assets under management, rather than on commission.
Background
Pithom Advisors, Inc. was founded in 2016 by a team of experienced financial advisors with a mission to provide personalized and comprehensive financial services to their clients. With a focus on building long-term relationships and delivering exceptional service, Pithom Advisors, Inc. has grown to become a reputable presence in the financial industry.
Financial Advisor Disclosures to Know
Pithom Advisors, Inc. is committed to transparency and disclosure to their clients. As registered investment advisors, they are legally obligated to disclose any potential conflicts of interest or fees associated with their services. Additionally, their advisors adhere to a strict code of ethics and are required to act in the best interest of their clients at all times.