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Home > Retirement Planners > utah > lehi > SWITCHPOINT FINANCIAL PLANNING LLC
SWITCHPOINT FINANCIAL PLANNING LLC
2901 W Bluegrass Blvd
Suite 200 - 26
Lehi, Utah 84043
Tel: 801.753.8538
About SWITCHPOINT FINANCIAL PLANNING LLC
SWITCHPOINT FINANCIAL PLANNING LLC, formally registered with the SEC as SWITCHPOINT FINANCIAL PLANNING LLC. The firm was established in 05/13/2022. They have over 5 offices throughout the country.
SWITCHPOINT FINANCIAL PLANNING LLC is a Lehi, Utah based Financial Planning firm with nearly $227,356,165 assets under management, offering retirement planning & investment advisory services to 472 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282856 |
| SEC# | 801-125029 |
| Assets Managed by Firm | $227,356,165 |
| No. of Clients | 472 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 472 | $227,356,165 |
| Individuals (other than high net worth individuals) | 42 | $18,412,784 |
| High net worth individuals | 51 | $208,118,038 |
| Pension and profit sharing plans | Fewer than 5 clients | $435,456 |
| Charitable organizations | Fewer than 5 clients | $389,887 |
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