Shannon T. Pitner and Company
● SEC registered since 2021CRD 311853SEC# 801-120360Indialantic, FL
Reg. AUM
$107.9M
Employees
2
Accounts
510
Location
Indialantic, FL
Shannon T. Pitner and Company assets under management
Shannon T. Pitner and Company is an investment advisory firm registered with the SEC based in Indialantic, FL. The firm has been registered since 2021. It reports $107.9 million in regulatory assets under management and employs 2 people.
Shannon T. Pitner and Company owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Shannon Truse Pitner Control | Founder, Chief Executive Officer And Chief Compliance Officer | Over 75% | 1992 |
Frequently asked questions
How much does Shannon T. Pitner and Company manage?
Shannon T. Pitner and Company reports $107.9 million in regulatory assets under management on its Form ADV.
How many employees does Shannon T. Pitner and Company have?
Shannon T. Pitner and Company reports 2 employees.
Where is Shannon T. Pitner and Company located?
Shannon T. Pitner and Company is based in Indialantic, FL and has been SEC-registered since 2021.
Does Shannon T. Pitner and Company disclose fund performance?
Shannon T. Pitner and Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 410 N. Miramar Avenue, Indialantic, FL 32903 |
| Phone | (321) 724-1888 |
| Fax | (321) 951-8171 |
| Office hours | 9:00a.m. - 5:30p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$107.9M▼ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$107.9Mregulatory AUM
Discretionary $107.9M