MAUNEY-PITT FINANCIAL MANAGEMENT, INC. of SHELBY, NC is an SEC-registered investment adviser (CRD 337870). Regulatory assets under management: $418.0M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Robert Graham Pitt | OWNER; PRESIDENT AND FINANCIAL PLANNER | — |
| Patrick Lawrence Mauney | OWNER AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, FINANCIAL PLANNER, AND CHIEF COMPLIANCE OFFICER | — |