Dakota
Dakota
Book a Demo
Talk to an Expert

FactorPoint Planning, LLC

EST. AUM
$287,933,766

CONTACTS

CLIENT ACCOUNTS
565

Firm Details

Metro area Rochester
CRD Number 341229
Website factorpoint.com
Client types

Overview

FactorPoint Planning, LLC is a New York-based Registered Investment Adviser (RIA) established in 2026. The firm provides discretionary wealth management and comprehensive financial planning services, including retirement, estate, and tax planning. Its investment approach is evidence-based and systematic, utilizing a "manager of managers" model. The firm allocates client assets to independent investment managers and alternative investment strategies to capture long-term market returns while maintaining a focus on low cost and tax efficiency.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy