Factorpoint Planning, LLC
● SEC registered since 2026CRD 341229SEC# 801-135767Pittsford, NY
Reg. AUM
—
Employees
3
Accounts
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Location
Pittsford, NY
Factorpoint Planning, LLC assets under management
Factorpoint Planning, LLC is an investment advisory firm registered with the SEC based in Pittsford, NY. The firm has been registered since 2026. It employs 3 people.
Factorpoint Planning, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Frederick Krokenberger Control | Managing Member | 50-75% | 2026 |
| Kurt James Krokenberger Control | Managing Member And Chief Compliance Officer | 25-50% | 2026 |
| Rachel Lynn Krokenberger | Member And Chief Marketing Officer | Under 5% | 2026 |
Frequently asked questions
How many employees does Factorpoint Planning, LLC have?
Factorpoint Planning, LLC reports 3 employees.
Where is Factorpoint Planning, LLC located?
Factorpoint Planning, LLC is based in Pittsford, NY and has been SEC-registered since 2026.
Does Factorpoint Planning, LLC disclose fund performance?
Factorpoint Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20 Office Park Way, Unit 120, Pittsford, NY 14534 |
| Phone | (585) 895-7506 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 77%
More than 23% of 16,825 advisers