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Building 2FACTORPOINT PLANNING, LLC

Map pinPITTSFORD, NY
Phone(585) 895-7506
NotebookSEC #801-135767
Total AUM
$0
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 OFFICE PARK WAY
UNIT 120
PITTSFORD
NY 14534
United States
Operating Hours
8:30AM - 4:30PM
BY APPOINTMENT ONLY
Phone
(585) 895-7506
Other Offices
1

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANCNHNYPATNTX

HandshakeAffiliates

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

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