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FACTORPOINT PLANNING, LLC

CRD 341229 · SEC 801-135767

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20 OFFICE PARK WAY, UNIT 120, PITTSFORD, NY, 14534, United States

Phone

(585) 895-7506

Fax

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Registration

Registered (APPROVED-120)

Source

SEC registered

Total AUM

$0

Discretionary AUM

$0

Team

3 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

States served

CA, MA, NY, NC, PA, TN, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD