# FACTORPOINT PLANNING, LLC

FACTORPOINT PLANNING, LLC of PITTSFORD, NY is an SEC-registered investment adviser.

## Registration

- CRD: 341229
- Type: SEC-registered investment adviser
- SEC file number: 801-135767
- Location: 20 OFFICE PARK WAY, PITTSFORD, NY, 14534
- Phone: (585) 895-7506
- Latest filing: 2026-08-03
- Regulatory AUM: $287.9M
- Discretionary AUM: $287.9M
- Clients: 3
- Accounts: 565

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Rachel Lynn Krokenberger | MEMBER AND CHIEF MARKETING OFFICER; SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Kurt James Krokenberger | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Frederick Krokenberger | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/341229/brochure
- Similar advisers: https://search.stillhousedata.com/firm/341229/similar
- Related entities: https://search.stillhousedata.com/firm/341229/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/341229

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.