Pixel Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 285762
- Website
- www.pixelplanning.com
- 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
FINTRXOverview
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
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 Equities85%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Michael Biggica
FounderCRD 4047171
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Gold Coast Securities, Inc.
RIAThousand Oaks, CA
Holden Family Office, LLC
RIABreakwater Wealth Management
RIAPayne Financial Management, L.L.C.
RIAKennesaw, GA
Arimathea
RIAFort Bragg, CA
AFS Wealth Management LLC
RIAChester, VT