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- Custodian
- Charles Schwab & Company ยท Guggenheim
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-02-2023
- Office Locations
- 2
Office Locations
About 2pifinancial Corp.
2Pi Financial provides retirement-focused financial planning and portfolio management built around its Financial Planning Engine, which designs customized strategies that adjust as markets change and retirement nears. The firm serves retail investors (including entrepreneurs) and emphasizes risk-managed asset allocation implemented primarily through public funds such as ETFs and mutual funds, with custody support including Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JULES MORRIS BUXBAUM
Chief Compliance Officer, Director, President
- CRD
- #2600907
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Justin Bernard Oxman
--
- CRD
- #8226835
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,499,288 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,499,288 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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