← Back to search
PIVOT INVESTMENT PLANNING, LLC
CRD 328568
8610 BROADWAY, SUITE 251, SAN ANTONIO, TX, 78217, United States
Phone
(210) 239-3661
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$45.7M
Discretionary AUM
$45.7M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-03-28
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $4.8M |
| High net worth individuals | 9 | $40.8M |
Official SEC filing: View on IAPD