J.M. Hite Financial LLC
Firm details
- Headquarters
- Troy, Pennsylvania
- CRD number
- 339473
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Jakob Hite
CCO, Managing MemberCRD 8011295
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Allegheny Financial Group
RIAPittsburgh, PA
Lountzis Asset Management, LLC
RIAWyomissing, PA
Abrdn Inc.
RIAPhiladelphia, PA
CGI Plan Advisors, Inc.
RIAFrazer, PA
Cooke & Bieler, L.P.
RIAPhiladelphia, PA
Vimcor
RIADuncansville, PA