MAUNEY-PITT FINANCIAL MANAGEMENT, INC.
CRD #337870 SEC #801-134536 SHELBY, NC (704) 481-0101
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
5
Clients
0
Accounts
0
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 12, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MAUNEY, PATRICK, LAWRENCE | I | OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MAUNEY, PATRICK, LAWRENCE | I | VICE PRESIDENT, FINANCIAL PLANNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| MAUNEY, PATRICK, LAWRENCE | I | VICE PRESIDENT, FINANCIAL PLANNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| PITT, ROBERT, GRAHAM | I | OWNER | D | Control |
| PITT, ROBERT, GRAHAM | I | PRESIDENT AND FINANCIAL PLANNER | D | Control |
| PITT, ROBERT, GRAHAM | I | PRESIDENT AND FINANCIAL PLANNER | D | Control |
Registrations
Federal
IA
Nov 12, 2025 REGISTERED
Notice Filings (1)
NC
Address
310-2 EAST GRAHAM STREETSHELBY, NC 28150
United States
Phone: (704) 481-0101