PPrivate Fund Data Log in Join · $37/mo

Point B Planning, LLC

● SEC registered since 2020CRD 172961SEC# 801-118588Katonah, NY
Export (members)
Reg. AUM
$87.5M
Employees
3
Accounts
242
Location
Katonah, NY

Point B Planning, LLC assets under management

Point B Planning, LLC is an investment advisory firm registered with the SEC based in Katonah, NY. The firm has been registered since 2020. It reports $87.5 million in regulatory assets under management and employs 3 people.
www.today2b.comView on SEC.gov ↗

Point B Planning, LLC owners & executives

3 reported
NameTitleOwnershipSince
Jeffrey Stephen Wund ControlPrincipal And Chief Compliance Officer25-50%2018
Michael Tom ControlPrincipal25-50%2015
Richard Todd Rebori ControlPrincipal25-50%2014

Frequently asked questions

How much does Point B Planning, LLC manage?

Point B Planning, LLC reports $87.5 million in regulatory assets under management on its Form ADV.

How many employees does Point B Planning, LLC have?

Point B Planning, LLC reports 3 employees.

Where is Point B Planning, LLC located?

Point B Planning, LLC is based in Katonah, NY and has been SEC-registered since 2020.

Does Point B Planning, LLC disclose fund performance?

Point B Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address23 Parkway, 2nd Floor, Katonah, NY 10536
Phone(914) 302-3233
Office hours9:00a.m. To 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$71.5M
Non-discretionary$16M
Total (RAUM)$87.5M