PIVOT POINT ADVISORS, LLC

BELLAIRE, Texas·2 registered advisors·CRD# 130562
SEC# 801-1299780713-715-7000
01

Firm Overview

AUM
$121M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PIVOT POINT ADVISORS, LLC

2 registered advisors
Marc Benjamin Schindler
BELLAIRE, Texas
Martin Gremm
BELLAIRE, Texas
05

Office Locations

BELLAIRE, Texas
2 advisors

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Data sourced from SEC Form ADV filings. PIVOT POINT ADVISORS, LLC (CRD# 130562) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.