Factorpoint Planning, LLC
Factorpoint Planning, LLC is an SEC-registered ria with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Factorpoint Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 341229, data through 2026-04-16.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-04-16)
- Firm type
- Ria
- Employees
- 3
- CRD
- 341229
- Ownership
- KROKENBERGER, RACHEL, LYNN; KROKENBERGER, FREDERICK; KROKENBERGER, KURT, JAMES
How much AUM does Factorpoint Planning, LLC have?
Factorpoint Planning, LLC reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-16).
Who owns Factorpoint Planning, LLC?
Disclosed owners and executives of Factorpoint Planning, LLC include KROKENBERGER, RACHEL, LYNN, KROKENBERGER, FREDERICK, KROKENBERGER, KURT, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.