PITHOM ADVISORS, INC.

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

Firm details

Headquarters
WOODBRIDGE, Virginia
CRD number
310090
Fee structure
Hourly Charges, Subscription Fees, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Pithom Advisors, Inc. operates as a corporation providing a range of financial advisory services. The firm specializes in financial planning and portfolio management for both individuals and small businesses, as well as for larger institutions. Pithom Advisors also offers pension consulting services, reflecting a commitment to comprehensive financial guidance. The firm employs a fee structure that includes hourly charges, subscription fees, and fixed fees, allowing for flexibility in client billing. While the firm does not actively engage in ESG investing, it maintains a focus on traditional investment strategies.

Assets & Accounts

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

Owners & executives

1 of 1
  • John Morlu

    Founder and CEOCRD 7284020

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

WOODBRIDGE, VA

PRINCE WILLIAM

Location

WOODBRIDGE, VA

Headquartered in WOODBRIDGE, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
PRINCE WILLIAM
Address
2200 Optiz Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth