P
$62.3M Total AUM
$62.3M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
20 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-25-2006
- Office Locations
- 1
Office Locations
120 Applecross Rd. Pinehurst NC
About Pottle Financial Services, INC
Pottle Financial Services is an independent, fee-only RIA founded in 1997 serving families and individuals with customized wealth management and holistic planning (retirement, education, estate, tax and 401(k) guidance). Portfolios target total return with a balance of growth and income, using ETF-based allocations complemented by high-quality fixed income. Custodied with Fidelity/NFS.
Team overview
-- AVG AGE
$62.3M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
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Asset Classes
Harbor Optima meridian Wave frontier
Custodian
Foundation Summit foundation Unison North vector
Fund Managers
Capital
Investment Themes
Timber prime
Investment Vehicles
Vertex Optima
Services
Peak unison Optima
Owner & Executives
A
Anna Bair Pottle
Chief Compliance Officer, Founder, President
- CRD
- #6850460
- Ownership
- 75% or more
(953) 478-2130
fusion.glacier@oakcapital.com
in linkedin.com/in/signal-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,255,406 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,255,406 | -- |
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Separately Managed Accounts
Total SMA Asset: $62,255,406
Equity - Exchange:
13.8% Cash:
11.6% Corporate - Investment Grade:
21.9% Municipal Bonds:
15.2% U.S. Government/Agency:
23.5% Other:
14.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $692,461,497 | 13.8% |
| Cash | $582,069,084 | 11.6% |
| Corporate - Investment Grade | $1,098,906,289 | 21.9% |
| Municipal Bonds | $762,711,214 | 15.2% |
| U.S. Government/Agency | $1,179,191,680 | 23.5% |
| Other | $702,497,171 | 14.0% |
| Total | $5,017,836,935 | 100.0% |