J.M. HITE FINANCIAL LLC
Firm details
- Headquarters
- TROY, Pennsylvania
- CRD number
- 339473
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JAKOB HITE
CCO, Managing MemberCRD 8011295
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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