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Building 2PIVOT POINT ADVISORS, LLC

Map pinBELLAIRE, TX
Phone713-715-7000
NotebookSEC #801-129978
Total AUM
$141.7M
Employees
3
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5959 WEST LOOP SOUTH
SUITE 333
BELLAIRE
TX 77401
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
713-715-7000

ReceiptFinancials

Total AUM
$141.7M
Accounts
305
Discretionary
$138.8M
Accounts
293
Non-Discretionary
$2.9M
Accounts
12

ContactClients

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Individual Clients
63
AUM
$40M
HNW Individual Clients
27
AUM
$101.6M
Corporation or Business Clients
1
AUM
$3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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