POINTER FINANCIAL ADVISORS LLC
CRD #326745 SEC #801-128061 COLUMBIA, MD 301-804-0250
SEC Registered
Total AUM
$139.4M
Discretionary
$139.4M
Employees
4
Clients
0
Accounts
499
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $139.4M | $139.4M | $0 | 4 | 0 |
| Mar 2024 | $111.9M | $111.9M | $0 | 4 | 0 |
| Sep 2023 | $101.5M | $101.5M | $0 | 4 | 0 |
| Jun 2023 | $0 | $0 | $0 | 1 | 0 |
| Jun 2023 | $0 | $0 | $0 | 1 | 0 |
| May 2023 | $0 | $0 | $0 | 1 | 0 |
| Apr 2023 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$111.9M
Discretionary$111.9M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0