POMEGRANATE FINANCIAL LLC

Overview

Pomegranate Financial LLC is a small, owner-operated advisory firm that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm combines traditional advisory services—financial planning, portfolio management for individuals/small businesses and for businesses or institutions—with selection of outside advisers and educational workshops. It also identifies itself with accounting activities and the sale of other financial products, which suggests an integrated tax-and-advice workflow for clients. Pomegranate Financial charges a blend of fees (percentage of AUM, hourly charges and fixed fees) and positions itself as a capital allocator, meaning it places client capital with third-party managers when appropriate. The firm is not an active ESG investor and is not registered as a multi-state adviser; it is also not a pension consultant. Given its size and service set, the practice appears geared toward high-touch planning and customized portfolio construction for a modest roster of clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices