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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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