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Pottle Financial Services, Inc.

EST. AUM
$62,255,406

CONTACTS
1

CLIENT ACCOUNTS
124

Firm Details

Metro area Raleigh
CRD Number 140181
Website pottlefinancial.com
Client types

Overview

Founded in 1997 by Peter Pottle, the firm seeks to provide a total portfolio return containing both capital appreciation and income. Its objective is to grow the value of its clients' portfolios. Each account is personalized to balance the growth and income needs of the specific client. The firm aims to help its clients with their personal financial situations, including life planning, retirement planning, education planning, estate management, healthcare, taxes and 401ks. The firm believes in proactive customer service. It is here to listen, then attack the situations that most affect its clients. It is an independent, fee only, Registered Investment Advisory Firm.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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