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- Custodian
- Altruist · Pershing · SSG
- Clients
- Retail
- Platforms
- Crest delta
- Established Date
- 01-01-2022
- Office Locations
- 1
Office Locations
About Pettus & Dawkins Financial Group, LLC
Pettus & Dawkins Financial Group is an independent, full-service financial planning and consulting firm based in Miami, serving individuals as well as businesses, government entities, churches, and nonprofits. The team provides personalized retirement, wealth-building, and asset-protection guidance, with tax planning support. Portfolios may incorporate ETFs, mutual funds, and alternative investments, and the firm reports custody relationships with Pershing and Altruist.
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Owner & Executives
AMY MICHELLE DAWKINS
Managing Partner
- CRD
- #4904476
- Ownership
- 50% but less than 75%
Eric Andre Pettus
Chief Compliance Officer, Managing Partner, Regional Manager
- CRD
- #2940309
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,559,687 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,559,687 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,559,687
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $933,054,404 | 23.2% |
| Cash | $1,029,577,273 | 25.6% |
| Equity - Exchange | $1,061,751,563 | 26.4% |
| Other | $997,402,984 | 24.8% |
| Total | $4,021,786,224 | 100.0% |