J.M. Hite Financial LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Troy, Pennsylvania
CRD number
339473
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

J.M. Hite Financial LLC is organized as a single-owner limited liability company that provides financial planning and discretionary portfolio management aimed at individuals and small-business clients. The firm charges a mix of percentage-of-assets and fixed fees for its advisory work. FINTRX classifies the adviser as unclassified and indicates it is not an active ESG investor, not a multi-state adviser, and not structured as a related adviser or pension consultant. SEC registration year is not listed and the firm is not identified as newly formed.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Jakob Hite

    CCO, Managing MemberCRD 8011295

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Troy, PA

Bradford

Location

Troy, PA

Headquartered in Troy, PA, in the Northeast of the United States.

Region
Northeast
County
Bradford
Address
269 Mud Creek Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth