J.M. Hite Financial LLC

RIAState 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 Pennsylvania-based limited liability company owned by an individual that provides financial planning and portfolio management for individuals and small businesses. The firm bills clients using a combination of asset-based fees and fixed fees. It does not position itself as an ESG-focused adviser, does not operate across multiple states, and is not identified as a capital allocator, pension consultant, or related adviser to another registered entity. Service offerings appear centered on traditional wealth-management activities — comprehensive planning and discretionary or non-discretionary portfolio oversight for smaller client bases rather than institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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