Pivot Point Advisors, LLC

Pivot Point Advisors, LLC (CRD# 130562) is a financial advisory firm headquartered in Bellaire, TX. They manage $52,000,000 in 266 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    266
    ACCOUNTS
  • Average Account Value
    $195,489
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Pivot Point Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Marc B. Schindler
CRD#: 1830780
5959 West Loop South, 333, Bellaire, TX 77401
96
Wealthminder
score

Marc Schindler (CRD# 1830780) is an Investment Advisor Representative working at Pivot Point Advisors, LLC in Bellaire, TX and has over 28 years of experience in the finance industry. Marc Schindler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James D. Bourn
CRD#: 5352528
5959 West Loop South, Suite 333, Bellaire, TX 77401
93
Wealthminder
score

James Bourn (CRD# 5352528) is an Investment Advisor Representative working at Pivot Point Advisors, LLC in Bellaire, TX and has over 7 years of experience in the finance industry.

3
Martin Gremm
CRD#: 4783786
5959 West Loop South, 333, Bellaire, TX 77401
93
Wealthminder
score

Martin Gremm (CRD# 4783786) is an Investment Advisor Representative working at Pivot Point Advisors, LLC in Bellaire, TX and has over 12 years of experience in the finance industry.

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