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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- VitalHorizon
- Established Date
- 05-13-2022
- Office Locations
- 2
Office Locations
About Pivotal Wealth AND TAX
Pivotal Wealth and Tax is a Minnesota-based RIA integrating financial planning and tax services, including estate, retirement, insurance, and business succession planning. The team builds portfolios using ETFs and individual equities with a fixed-income sleeve (U.S. government/agency bonds), and custody includes Charles Schwab. In SE Minnesota it operates as Major & Co after acquiring the long-standing Major and Co Accounting & Tax practice in 2022.
Team overview
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Asset Classes
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Aikan Robert Major
Associate, Chief Compliance Officer, Managing Partner
- CRD
- #6648680
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Mitchell Bernards
--
- CRD
- #6874369
Richard Stanley Caldecott II
--
- CRD
- #6191437
Optima momentum
Frontier matrix
- CRD
- #89579
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,450,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,450,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,450,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $576,128,331 | 25.2% |
| Equity - Exchange | $560,124,766 | 24.5% |
| U.S. Government/Agency | $637,856,366 | 27.9% |
| Cash | $512,114,071 | 22.4% |
| Total | $2,286,223,534 | 100.0% |