FACTORPOINT PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$287,933,766
Discretionary
$287,933,766
Non-discretionary
$0
Firm details
- CRD number
- 341229
- SEC file number
- 801-135767
- Main office
- PITTSFORD, NY, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.factorplanning.com
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.