PIVOTAL PLANNING GROUP, LLC
CRD #126575 SEC #801-71335 MELVILLE, NY 516-333-6565
SEC Registered
Total AUM
$382.6M
Discretionary
$381.8M
Employees
7
Clients
101
Accounts
694
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2021 | $382.6M | $381.8M | $882.3K | 7 | 0 |
| Mar 2021 | $382.6M | $381.8M | $882.3K | 7 | 0 |
| Mar 2021 | $382.6M | $381.8M | $882.3K | 7 | 0 |
| Jun 2020 | $307.9M | $307.1M | $826.2K | 11 | 1 |
| May 2020 | $307.9M | $307.1M | $826.2K | 11 | 1 |
| Mar 2020 | $307.9M | $307.1M | $826.2K | 11 | 1 |
| Aug 2019 | $273.6M | $272.8M | $714.4K | 11 | 0 |
| Jun 2019 | $273.6M | $272.8M | $714.4K | 11 | 0 |
| Mar 2019 | $273.6M | $272.8M | $714.4K | 11 | 0 |
| Mar 2019 | $273.6M | $272.8M | $714.4K | 11 | 0 |
| Dec 2018 | $218.8M | $218.8M | $0 | 11 | 0 |
| Oct 2018 | $218.8M | $218.8M | $0 | 11 | 0 |
| Mar 2018 | $218.8M | $218.8M | $0 | 11 | 0 |
| Sep 2017 | $184.2M | $184.2M | $0 | 10 | 200 |
| Aug 2017 | $184.2M | $184.2M | $0 | 10 | 200 |
| Mar 2017 | $164.3M | $137.2M | $27.1M | 8 | 200 |
| Dec 2016 | $136.7M | $117.2M | $19.5M | 8 | 100 |
| Nov 2016 | $136.7M | $117.2M | $19.5M | 8 | 100 |
| Mar 2016 | $136.7M | $117.2M | $19.5M | 8 | 100 |
| Mar 2016 | $136.7M | $117.2M | $19.5M | 8 | 100 |
| Feb 2015 | $131.2M | $115M | $16.2M | 7 | 100 |
| Jun 2014 | $105.9M | $100.7M | $5.2M | 8 | 100 |
| May 2014 | $105.9M | $100.7M | $5.2M | 8 | 100 |
| Mar 2014 | $105.9M | $100.7M | $5.2M | 8 | 100 |
| Mar 2013 | $96.6M | $92.7M | $3.9M | 6 | 100 |
| Dec 2012 | $92.7M | $88.4M | $4.3M | 7 | 100 |
| Mar 2012 | $92.7M | $88.4M | $4.3M | 1 | 26 |
| Apr 2011 | $60M | $56.3M | $3.7M | 5 | -- |
| Mar 2011 | $60M | $56.3M | $3.7M | 5 | -- |
| Mar 2011 | $60M | $56.3M | $3.7M | 5 | -- |
| May 2010 | $31.4M | $30.8M | $618K | 5 | -- |
| May 2010 | $31.4M | $30.8M | $618K | 5 | -- |
| Apr 2010 | $31.4M | $30.8M | $618K | 5 | -- |
DateApr 2021
Total AUM$382.6M
Discretionary$381.8M
Non-Disc.$882.3K
Employees7
Clients0
DateMar 2021
Total AUM$382.6M
Discretionary$381.8M
Non-Disc.$882.3K
Employees7
Clients0
DateMar 2021
Total AUM$382.6M
Discretionary$381.8M
Non-Disc.$882.3K
Employees7
Clients0
DateJun 2020
Total AUM$307.9M
Discretionary$307.1M
Non-Disc.$826.2K
Employees11
Clients1
DateMay 2020
Total AUM$307.9M
Discretionary$307.1M
Non-Disc.$826.2K
Employees11
Clients1
DateMar 2020
Total AUM$307.9M
Discretionary$307.1M
Non-Disc.$826.2K
Employees11
Clients1
DateAug 2019
Total AUM$273.6M
Discretionary$272.8M
Non-Disc.$714.4K
Employees11
Clients0
DateJun 2019
Total AUM$273.6M
Discretionary$272.8M
Non-Disc.$714.4K
Employees11
Clients0
DateMar 2019
Total AUM$273.6M
Discretionary$272.8M
Non-Disc.$714.4K
Employees11
Clients0
DateMar 2019
Total AUM$273.6M
Discretionary$272.8M
Non-Disc.$714.4K
Employees11
Clients0
DateDec 2018
Total AUM$218.8M
Discretionary$218.8M
Non-Disc.$0
Employees11
Clients0
DateOct 2018
Total AUM$218.8M
Discretionary$218.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$218.8M
Discretionary$218.8M
Non-Disc.$0
Employees11
Clients0
DateSep 2017
Total AUM$184.2M
Discretionary$184.2M
Non-Disc.$0
Employees10
Clients200
DateAug 2017
Total AUM$184.2M
Discretionary$184.2M
Non-Disc.$0
Employees10
Clients200
DateMar 2017
Total AUM$164.3M
Discretionary$137.2M
Non-Disc.$27.1M
Employees8
Clients200
DateDec 2016
Total AUM$136.7M
Discretionary$117.2M
Non-Disc.$19.5M
Employees8
Clients100
DateNov 2016
Total AUM$136.7M
Discretionary$117.2M
Non-Disc.$19.5M
Employees8
Clients100
DateMar 2016
Total AUM$136.7M
Discretionary$117.2M
Non-Disc.$19.5M
Employees8
Clients100
DateMar 2016
Total AUM$136.7M
Discretionary$117.2M
Non-Disc.$19.5M
Employees8
Clients100
DateFeb 2015
Total AUM$131.2M
Discretionary$115M
Non-Disc.$16.2M
Employees7
Clients100
DateJun 2014
Total AUM$105.9M
Discretionary$100.7M
Non-Disc.$5.2M
Employees8
Clients100
DateMay 2014
Total AUM$105.9M
Discretionary$100.7M
Non-Disc.$5.2M
Employees8
Clients100
DateMar 2014
Total AUM$105.9M
Discretionary$100.7M
Non-Disc.$5.2M
Employees8
Clients100
DateMar 2013
Total AUM$96.6M
Discretionary$92.7M
Non-Disc.$3.9M
Employees6
Clients100
DateDec 2012
Total AUM$92.7M
Discretionary$88.4M
Non-Disc.$4.3M
Employees7
Clients100
DateMar 2012
Total AUM$92.7M
Discretionary$88.4M
Non-Disc.$4.3M
Employees1
Clients26
DateApr 2011
Total AUM$60M
Discretionary$56.3M
Non-Disc.$3.7M
Employees5
Clients--
DateMar 2011
Total AUM$60M
Discretionary$56.3M
Non-Disc.$3.7M
Employees5
Clients--
DateMar 2011
Total AUM$60M
Discretionary$56.3M
Non-Disc.$3.7M
Employees5
Clients--
DateMay 2010
Total AUM$31.4M
Discretionary$30.8M
Non-Disc.$618K
Employees5
Clients--
DateMay 2010
Total AUM$31.4M
Discretionary$30.8M
Non-Disc.$618K
Employees5
Clients--
DateApr 2010
Total AUM$31.4M
Discretionary$30.8M
Non-Disc.$618K
Employees5
Clients--