PIVOT INVESTMENT PLANNING, LLC

RIASEC Registered
Total AUM
$45.7M
Discretionary
$45.7M
100% of AUM
Avg account
$830K
Accounts
55
Employees
3
Advisory reps
3

Firm details

Headquarters
SAN ANTONIO, Texas
CRD number
328568
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI89.44%
  • Individuals10.56%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Pivot Investment Planning, LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm is structured as an unclassified organization and does not serve as a capital allocator. Its client base consists of individuals and families, and it employs a fee structure based on a percentage of assets under management. While the firm does not actively engage in ESG investing, it has established itself in the wealth management landscape by offering tailored advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 87%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%, Public Funds/Mutual Funds 3%87%
  • Exchange Traded Equities87%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents5%
  • Public Funds/Mutual Funds3%

Owners & executives

1 of 1
  • SALLY BLECHER

    Chief Operating OfficerCRD 7830213

Contacts

2 of 2
  • DANIEL BLECHER

    PrincipalCRD 4662424

  • Robert Blount

    Vice PresidentCRD 7455584

Wealth teams

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Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN ANTONIO, TX

BEXAR

Location

SAN ANTONIO, TX

Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
BEXAR
Address
8610 Broadway
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth