POINT B PLANNING, LLC
Legal name: ATWOB
CRD #172961 SEC #801-118588 KATONAH, NY (914) 302-3233
SEC Registered
Total AUM
$87.5M
Discretionary
$71.5M
Employees
3
Clients
26
Accounts
242
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $87.5M | $71.5M | $16M | 3 | 0 |
| Mar 2024 | $73.7M | $61.3M | $12.4M | 3 | 0 |
| Mar 2023 | $58.2M | $48.5M | $9.6M | 3 | 0 |
| Mar 2022 | $61.4M | $52.7M | $8.7M | 3 | 0 |
| Mar 2021 | $49.6M | $44.3M | $5.4M | 3 | 0 |
| Jun 2020 | $35.2M | $31.5M | $3.7M | 3 | 0 |
| Mar 2020 | $35.2M | $31.5M | $3.7M | 3 | 0 |
DateMar 2025
Total AUM$87.5M
Discretionary$71.5M
Non-Disc.$16M
Employees3
Clients0
DateMar 2024
Total AUM$73.7M
Discretionary$61.3M
Non-Disc.$12.4M
Employees3
Clients0
DateMar 2023
Total AUM$58.2M
Discretionary$48.5M
Non-Disc.$9.6M
Employees3
Clients0
DateMar 2022
Total AUM$61.4M
Discretionary$52.7M
Non-Disc.$8.7M
Employees3
Clients0
DateMar 2021
Total AUM$49.6M
Discretionary$44.3M
Non-Disc.$5.4M
Employees3
Clients0
DateJun 2020
Total AUM$35.2M
Discretionary$31.5M
Non-Disc.$3.7M
Employees3
Clients0
DateMar 2020
Total AUM$35.2M
Discretionary$31.5M
Non-Disc.$3.7M
Employees3
Clients0