Factorpoint Planning, LLC
● SEC registered since 2026CRD 341229SEC# 801-135767Pittsford, NY
Reg. AUM
$287.9M
Employees
3
Accounts
565
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 reports $287.9 million in regulatory assets under management and 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 much does Factorpoint Planning, LLC manage?
Factorpoint Planning, LLC reports $287.9 million in regulatory assets under management on its Form ADV.
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
Regulatory AUMTop 63%
Larger than 37% of 16,340 advisers
EmployeesTop 77%
More than 23% of 16,820 advisers
Assets under management
$287.9Mregulatory AUM
Discretionary $287.9M