Pointer Financial Advisors LLC
Pointer Financial Advisors LLC is an SEC-registered wealth manager in Columbia, MD with $176.4M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Pointer Financial Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 326745, SEC 801-128061, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $176.4M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Columbia, MD
- Employees
- 5
- Clients
- 160
- CRD
- 326745
- Ownership
- MUDD, TIMOTHY, NICHOLAS; Mudd, Christina; Mudd, Christina, Ruth
How much AUM does Pointer Financial Advisors LLC have?
Pointer Financial Advisors LLC reported $176.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Pointer Financial Advisors LLC?
Disclosed owners and executives of Pointer Financial Advisors LLC include MUDD, TIMOTHY, NICHOLAS, Mudd, Christina, Mudd, Christina, Ruth. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.