Be advised. This firm is no longer registered.

Pivot Independent Financial, LLC

Pivot Independent Financial, LLC (CRD# 164774) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $73,008,399 in 337 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3046 De La Vina Street, Santa Barbara, CA 93105
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    337
    ACCOUNTS
  • Average Account Value
    $216,642
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Pivot Independent Financial, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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