Pivot Investment Planning, LLC
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 328568
- Website
- pivotinvestplan.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.44%
- Individuals10.56%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pivot Investment Planning, LLC is a small, Texas-registered advisory firm organized as an LLC and owned by an individual operator. The firm focuses on portfolio management for individuals and small businesses and serves a client base described as individuals and families. Its revenue model is a percentage-of-AUM advisory fee. Pivot reports an industry affiliation with an insurance company and does not identify as an ESG-focused or multi-state 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
- Exchange Traded Equities87%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Antonio, TX
Bexar
Location
San Antonio, TX
Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Bexar
- Address
- 8610 Broadway
- Time zone
- CT (UTC-6)
- Office locations
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