Pivotpoint Advisors, LLC
RIAState Registered
Total AUM
$840K
Discretionary
$840K
100% of AUM
Avg account
$76.4K
Accounts
11
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 310287
- Website
- pivotpoint-advisors.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Pivotpoint Advisors, LLC is an independent, owner-operated registered investment adviser that serves individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting, and it also operates as an insurance broker. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The snapshot indicates the firm does not identify as an active ESG investor.
Assets & Accounts
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
- Public Funds/Mutual Funds95%
- Private Funds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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