Pointer Financial Advisors LLC

Overview

Pointer Financial Advisors LLC is an independent, individual-owned registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves individual and family clients, offering fee-based advice charged as a percentage of assets under management. Its advisory services are focused on financial planning and portfolio management for individuals and small businesses. Pointer is not positioned as a multi-state or pension consultant, and it does not report active ESG investing activity. The firm does not operate as a capital allocator; instead it relies on third-party managers and public market instruments within client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives