DECISIONPOINT FINANCIAL, LLC

2812 North Norwalk
Suite 116
Mesa, Arizona 85215
Tel: 480-553-6249

About DECISIONPOINT FINANCIAL, LLC

DECISIONPOINT FINANCIAL, LLC, formally registered with the SEC as DECISIONPOINT FINANCIAL, LLC. The firm was established in 06/01/2018. They have over 2 offices throughout the country.

DECISIONPOINT FINANCIAL, LLC is a Mesa, Arizona based Financial Planning firm with nearly $689,179,776 assets under management, offering retirement planning & investment advisory services to 920 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	296988
SEC#	801-113384
Assets Managed by Firm	$689,179,776
No. of Clients	920
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	920	$689,179,776
Individuals (other than high net worth individuals)	277	$79,277,764
High net worth individuals	93	$292,969,690
Pension and profit sharing plans	12	$13,330,597
Charitable organizations	Fewer than 5 clients	$874,383
Corporations or other businesses	39	$69,527,496

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