firm profile
Pottle Financial Services, Inc
Overview
Pottle Financial Services, Inc is a state registered investment adviser based in Pinehurst, NC, registered since 2006. It reports $62.3M in assets under management across 124 accounts, with 1 employees. It has 1 investment adviser representatives.
- Reported AUM
- $62.3M
- Discretionary
- 100%
- Accounts
- 124
- Average account
- $502K
- Employees
- 1
- Advisory reps
- 1
- Registered since
- 2006
- Jurisdictions
- 2
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 1 of 1
- Anna Bair Pottle President, Chief Compliance Officer CRD 6850460
Advisory reps 1 of 1
- Anna Bair Pottle Investment Adviser Rep CRD 6850460
Location
- Headquarters
- 120 Applecross Rd
Pinehurst, NC 28374 - County
- Moore
- Metro area
- Pinehurst-Southern Pines, NC
- Region
- South
Registrations
- State registered
- Registered in 2 jurisdictions
- Website: pottlefinancial.com
Every state, with registration dates
Similar firms near Pinehurst
- Reliant Investment Partners, LLCPinehurst, NC$268M AUM
- Course Management Investment Advisors, LLCPinehurst, NC$1M AUM
- Golden Pine Advisory, LLCPinehurst, NC1 reps
- The Pines Wealth Management, LLCSouthern Pines, NC$486M AUM
- Dreher Financial PartnersSouthern Pines, NC$148M AUM
request a demo
See what we have on Pottle Financial Services, Inc
We'll walk you through the full profile and how to find more firms like this one.