CRD: 297257
Pursuit Planning AND Investments, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2018
- Office Locations
- 1
Office Locations
About Pursuit Planning AND Investments, LLC
Pursuit Planning and Investments, LLC is a fee-only fiduciary RIA providing financial planning and ongoing investment management for working professionals and those nearing retirement. The firm emphasizes cash-flow optimization, retirement readiness, and tax-aware decision support. Founder Nate Baim, CFP, leads the practice; registered in Oregon and Indiana and affiliated with NAPFA/XY Planning Network, with custody through Schwab.
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Owner & Executives
Nathaniel David Baim
Chief Compliance Officer, Financial Planner
- CRD
- #6956579
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,842,297 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,842,297 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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