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Building 2PIVOTAL PLANNING GROUP, LLC

Map pinMELVILLE, NY
Phone516-333-6565
NotebookSEC #801-71335
Total AUM
$382.6M
Employees
7
Clients
273

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
534 BROADHOLLOW ROAD
SUITE 300
MELVILLE
NY 11747
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
516-333-6565
Other Offices
1

ReceiptFinancials

Total AUM
$382.6M
Accounts
694
Discretionary
$381.8M
Accounts
693
Non-Discretionary
$882.3K
Accounts
1

ContactClients

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Individual Clients
114
AUM
$25.9M
HNW Individual Clients
139
AUM
$259.1M
Pension/Profit Sharing Plan Clients
20
AUM
$97.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETIREMENT PLAN SERVICES -PERCENTAGE OF PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNCNHNJNYTXVA

HandshakeAffiliates

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

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