Overview
Assets Under Management: $219 million
Headquarters: JERICHO, NY
High-Net-Worth Clients: 117
Average Client Assets: $1.5 million
Frequently Asked Questions
PIVOTAL PLANNING GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126575), PIVOTAL PLANNING GROUP, LLC is subject to fiduciary duty under federal law.
PIVOTAL PLANNING GROUP, LLC is headquartered in JERICHO, NY.
PIVOTAL PLANNING GROUP, LLC serves 117 high-net-worth clients according to their SEC filing dated October 24, 2018. View client details ↓
According to their SEC Form ADV, PIVOTAL PLANNING GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PIVOTAL PLANNING GROUP, LLC manages $219 million in client assets according to their SEC filing dated October 24, 2018.
According to their SEC Form ADV, PIVOTAL PLANNING GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 117
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.58%
Average Client Assets: $1.5 million
Total Client Accounts: 521
Discretionary Accounts: 521
Regulatory Filings
CRD Number: 126575
Filing ID: 1247642
Last Filing Date: 2018-10-24 10:26:00