Limiter Financial LLC

Overview

Limiter Financial LLC is organized as a limited liability company that provides fee-based financial planning and discretionary portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis. Public filings and the FINTRX snapshot classify the firm as unclassified and note ownership tied to a domestic entity and an individual. Limiter Financial is not identified as an active ESG investor, a multi-state adviser, a pension consultant, a capital allocator, or a related adviser.

Assets & Accounts

Location & Offices