This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Radial
- Established Date
- 05-20-2004
- Office Locations
- 1
Office Locations
About Pivot Point Advisors, LLC
Pivot Point Advisors, LLC (Bellaire, TX) provides portfolio management and financial planning built around rigorously tested, rules-based strategies using objectively measurable data. The firm emphasizes diversified asset allocation and risk control when markets are stressed, often implemented with ETFs and public funds. Serves retail and institutional clients and custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARTIN GREMM
Advisor, Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #4783786
- Ownership
- 50% but less than 75%
MARC BENJAMIN SCHINDLER
Advisor, COMPLIANCE OFFICER
- CRD
- #1830780
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,771,652 | $473,623 |
| Non-Discretionary | $2,900,100 | $241,675 |
| Total | $141,671,752 | $464,498 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $141,671,752
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,631,258,996 | 30.4% |
| Public Funds | $1,819,068,419 | 33.9% |
| Cash | $719,041,794 | 13.4% |
| Private Funds | $820,995,481 | 15.3% |
| U.S. Government/Agency | $375,618,848 | 7.0% |
| Total | $5,365,983,538 | 100.0% |