Factorpoint Planning, LLC

● SEC registered since 2026CRD 341229SEC# 801-135767Pittsford, NY

Export (members)

Reg. AUM

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Employees

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.

www.factorplanning.com View on SEC.gov ↗

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