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ATWOB
POINT B PLANNING, LLC
CRD 172961 · SEC 801-118588
23 PARKWAY, 2ND FLOOR, KATONAH, NY, 10536, United States
Phone
(914) 302-3233
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$113.9M
Discretionary AUM
$90.3M
Team
3 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 71 | $26.0M |
| High net worth individuals | 26 | $76.3M |
All web addresses on file
Official SEC filing: View on IAPD