This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vertex ridgeQuantum alpha +more
- Established Date
- 01-01-2017
- Office Locations
- 1
Office Locations
About Pixel Financial Planning
Pixel Financial Planning is an independent, commission-free fiduciary firm providing ongoing financial planning and investment management for busy households in the Bay Area and nationwide via a tech-driven platform. Planning commonly covers cash flow, retirement, insurance, stock options, college funding, and home purchase decisions, with portfolios largely implemented using ETFs. Custody is primarily with Charles Schwab. Founded by CFP professional Mike Biggica (MBA; 15+ years industry experience).
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL A BIGGICA
Chief Compliance Officer, FOUNDER
- CRD
- #4047171
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,895,128 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,895,128 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $39,895,128
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $424,912,113 | 19.9% |
| Public Funds | $864,770,883 | 40.5% |
| Cash | $845,553,752 | 39.6% |
| Total | $2,135,236,748 | 100.0% |