Pivotal Planning Group, LLC
Pivotal Planning Group, LLC (CRD# 126575) is a financial advisory firm headquartered in Jericho, NY. They manage $136,742,319 in 366 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management137MILLION
Total Number of Accounts366ACCOUNTS
Average Account Value$373,613
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NJ, NY
Michael Desmond (CRD# 2155576) is an Investment Advisor Representative working at Pivotal Planning Group, LLC in Jericho, NY and has over 25 years of experience in the finance industry.
James Diver (CRD# 6621473) is an Investment Advisor Representative working at Pivotal Planning Group, LLC in Jericho, NY and has over 3 years of experience in the finance industry.