Pettus & Dawkins Financial Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 318639
- Website
- www.pdfgi.com
- Custodians
- PERSHING LLC, ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pettus & Dawkins Financial Group, LLC is a limited liability company operating as a non-independent retail registered investment adviser that serves individual and family clients. The firm’s advisory work centers on portfolio management for individuals and small businesses and it charges a mix of percentage-of-AUM fees along with hourly and fixed fees. The firm is owned by an individual and maintains an industry affiliation with an insurance company. It is not flagged as an active ESG investor, is not multi-state as an adviser, and is not recorded as a newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents35%
- Exchange Traded Equities24%
- Other5%
Contacts
2 of 2
Eric Pettus
President & FounderCRD 2940309
Amy Dawkins
Co-FounderCRD 4904476
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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