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CRD#: 341229
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for FACTORPOINT PLANNING, LLC Comes From
Understanding the Statistics for FACTORPOINT PLANNING, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
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HNWI
No Information
MISC
No Information
Employees
Total
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Registered
No Information
Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
Los Angeles, CA
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
Part 2 Brochures
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at FACTORPOINT PLANNING, LLC
Thomas Jefferson Sullivan III
IAR
RR
CRD#: 7605403
Location:
Fredericksburg, VA 22401
Company:
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures:
Experience:
3 years
Walter Pachniuk
IAR
RR
CRD#: 1373103
Location:
Newtown, CT 06470
Company:
TRUSTMONT ADVISORY GROUP, INC.
Disclosures:
Experience:
40 years
LW
Leonard Abraham Witte
PR
CRD#: 811358
Location:
Scottsdale, AZ 85255
Company:
OSAIC WEALTH, INC.
Disclosures:
Experience:
50 years
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