Mauney-pitt Financial Management, Inc.
Mauney-pitt Financial Management, Inc. is an SEC-registered mass-market adviser in Shelby, NC with $418.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Mauney-pitt Financial Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337870, SEC 801-134536, data through 2026-05-11.
- AUM (assets under management / regulatory AUM)
- $418.0M (2026-05-11)
- Firm type
- Mass-Market Adviser
- Location
- Shelby, NC
- Employees
- 6
- Clients
- 705
- CRD
- 337870
- Ownership
- PITT, ROBERT, GRAHAM; MAUNEY, PATRICK, LAWRENCE
How much AUM does Mauney-pitt Financial Management, Inc. have?
Mauney-pitt Financial Management, Inc. reported $418.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-11).
Who owns Mauney-pitt Financial Management, Inc.?
Disclosed owners and executives of Mauney-pitt Financial Management, Inc. include PITT, ROBERT, GRAHAM, MAUNEY, PATRICK, LAWRENCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.