Feedback
Share
Link
Link copied!
Fund Codex
Pivotal Planning Group, LLC
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Pivotal Planning Group, LLC Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Melville, New York
$307.9 million AUM
2 offices

Pivotal Planning Group, LLC is based in Melville, New York and has $307.9 million in assets under management.

Location
534 Broadhollow Road
Suite 300
Melville, NY 11747
$307.9 million
AUM
11
Employees
AUM Share
Link
Link copied!
Back to Top
$307,897,069
Assets under management
632 clients
Number of clients
Average investment size is $487,179
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 106 $30,493,012 10% $287,670
High net worth individuals 117 $209,057,634 68% $1,786,817
Pension and profit sharing plans 16 $68,346,423 22% $4,271,651
Employees Share
Link
Link copied!
Back to Top
11
Employees
5
Investment analysts
45% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$307,897,069
Assets under management
$27,990,643
AUM per employee
$61,579,414
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Pivotal Planning Group, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
  • Retirement plan services -percentage of plan assets
Services offered

Pivotal Planning Group, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
Firm data Share
Link
Link copied!
CRD number 126,575
SEC number 801-71335
Legal structure Limited Liability Company
Legal governance New York, United States
Latest ADV filing date May 14, 2020

Other Funds

See all...

More Funds

See all...
Bush Wealth Management
Fund: $123,643,389
Kuper, Peter
Fund: Under $1 billion
Clearvision Ventures Management, LLC
Fund: Under $1 billion
Fortune Partners Group LLC
Fund: $262,702,668
Sweeney & Michel, LLC
Fund: $385,696,237

All of Fund Codex

See all...

Similar Funds to Pivotal Planning Group, LLC

See all...