$840.0K Total AUM
$840.0K Disc. AUM
-- 3Y CAGR
0 Employees
11 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-14-2020
- Office Locations
- 1
Office Locations
-- LAS Vegas NV
About Pivotpoint Advisors, LLC
PivotPoint Advisors, LLC is a Las Vegas–based advisory firm focused on numbers-driven, risk-adjusted portfolio management and complete financial planning tailored to each client’s circumstances and risk tolerance. The firm also provides life and long-term care insurance planning and can discuss Medicare-related coverage when requested. Custody includes Charles Schwab & Co.
Team overview
43 AVG AGE
-- AVG AUM / ADVISOR
$76.4K AVG AUM / CLIENT
2.3 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
Available
Owner & Executives
R
R. Scott Thompson
Advisor, Chief Compliance Officer, Chief Investment Officer
- CRD
- #7060537
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $840,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $840,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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