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Marc Benjamin Schindler

PIVOT POINT ADVISORS, LLC·BELLAIRE, Texas
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5959 WEST LOOP SOUTH, BELLAIRE, TX 77401CRD# 1830780Firm CRD# 130562
01

About

Marc Benjamin Schindler is a registered financial advisor based in BELLAIRE, Texas, affiliated with PIVOT POINT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PIVOT POINT ADVISORS, LLC
PIVOT POINT ADVISORS, LLC
AUM
$121M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PIVOT POINT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1830780
Firm CRD# 130562
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marc Benjamin Schindler offer?
Marc Benjamin Schindler specializes in Financial Planning, Investment Management. Contact their office in BELLAIRE, Texas for a consultation.
What are Marc Benjamin Schindler's credentials?
Marc Benjamin Schindler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Benjamin Schindler located?
Marc Benjamin Schindler is based in BELLAIRE, Texas, working with PIVOT POINT ADVISORS, LLC. Their office serves clients in the BELLAIRE metropolitan area and surrounding communities.
How does Marc Benjamin Schindler charge for services?
Marc Benjamin Schindler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PIVOT POINT ADVISORS, LLC?
PIVOT POINT ADVISORS, LLC has approximately 3 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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