P
$45.7M Total AUM
$45.7M Disc. AUM
-- 3Y CAGR
3 Employees
23 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2023
- Office Locations
- 1
Office Locations
8610 Broadway Suite 251 SAN Antonio TX
About Pivot Investment Planning, LLC
Pivot Investment Planning, LLC is a SAN Antonio-based RIA. The firm has been operating for 3 years. Managing $45.7M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$22.8M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
2.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DANIEL KURT BLECHER
Chief Compliance Officer, PRINCIPAL
- CRD
- #4662424
- Ownership
- 50% but less than 75%
Available
Available
Available
S
SALLY NORWOOD BLECHER
Agent, Chief Operations Officer
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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R
Robert Rowland Blount
--
- CRD
- #7455584
Available
Available
Available
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,664,896 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,664,896 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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