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Pivotpoint Advisors, LLC (Monticello)


Pivotpoint Advisors, LLC is an adviser based in Monticello. It manages $4 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2005.

Pivotpoint Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pivotpoint Advisors: assets under management

The assets under management (AUM) of Pivotpoint Advisors, LLC is $4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $133.33 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pivotpoint Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Monticello

The principal office where Pivotpoint Advisors, LLC performs its advisory services is located at W4073 Exeter Crossing Rd, Monticello, WI 53570 The mailing address of the firm is Po Box 147, New Glarus, WI 53574. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 608-467-8443 or by fax 888-629-5991. The normal business hours are by appointment only on Monday - Friday.


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