J.M. HITE FINANCIAL LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
TROY, Pennsylvania
CRD number
339473
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

J.M. Hite Financial LLC is a limited liability company that specializes in providing financial planning services and portfolio management primarily for individuals and small businesses. The firm operates under a fee structure that includes a percentage of assets under management and fixed fees. Although it does not actively engage in ESG investing, J.M. Hite Financial LLC focuses on tailored financial strategies to meet the unique needs of its clients. The firm is classified as unclassified and does not serve as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • JAKOB HITE

    CCO, Managing MemberCRD 8011295

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

TROY, PA

BRADFORD

Location

TROY, PA

Headquartered in TROY, PA, in the Northeast of the United States.

Region
Northeast
County
BRADFORD
Address
269 Mud Creek Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth