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 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
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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