POINTER FINANCIAL ADVISORS LLC

Overview

Pointer Financial Advisors LLC is an independent, individually owned registered investment adviser that focuses on serving individual and family clients, with portfolio management services for small businesses as a secondary activity. The firm uses a percentage-of-AUM fee model and reports active discretionary management across its client base. Its stated advisory activities are financial planning and discretionary portfolio management; it does not position itself as an ESG investor and is not a multi-state or pension consultant provider. Investment tastes tilt toward equities as the primary allocation area. The firm reports a clear preference for exchange-traded equities and maintains a single-custodian operational footprint that supports primarily traded securities and pooled products. Given the emphasis on discretionary management and exchange-traded instruments, the investment approach appears to favor liquid, easily tradable exposures for portfolio construction and tactical adjustments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices