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
Masland & Barrick Advisory, Inc
RIACamp Hill, PA
Precidian Funds LLC
RIANewtown, PA
Kohlhepp Investment Advisors, Ltd.
RIADoylestown, PA
Sewickley Financial LLC
RIASewickley, PA
Schneider Downs Wealth Management Advisors, LP
RIAPittsburgh, PA
Investors' Choice Advisory Services, LLC
RIAOrefield, PA