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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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