Pixel Financial Planning

RIAState Registered
Total AUM
$39.9M
Discretionary
$39.9M
100% of AUM
Avg account
$469K
Accounts
85
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
285762
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI81.67%
  • Individuals18.33%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Pixel Financial Planning is an independent registered investment advisor organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, acting as a capital allocator for client portfolios while providing financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and educational seminars or workshops. Its billed arrangements include a percentage-of-AUM fee model alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, and available records indicate it is not a multi-state adviser or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Public Funds/Mutual Funds 14%, Cash & Cash Equivalents 1%85%
  • Exchange Traded Equities85%
  • Public Funds/Mutual Funds14%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Michael Biggica

    Michael Biggica

    FounderCRD 4047171

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth