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Michael Tom

PrincipalPoint B Planning, LLCCRD 2963123

About Michael Tom

Michael Tom is listed as Principal at Point B Planning, LLC in Katonah, NY. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Point B Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Michael Tom work?

Michael Tom is listed as Principal at Point B Planning, LLC on SEC Form ADV.

How much of Point B Planning, LLC does Michael Tom own?

Form ADV reports a beneficial ownership band of 25-50%.

Point B Planning, LLC

TitlePrincipal
Ownership25-50%
Control personYes
Since2015