Overview
Assets Under Management: $689 million
Headquarters: MESA, AZ
High-Net-Worth Clients: 133
Average Client Assets: $3 million
Frequently Asked Questions
DECISIONPOINT FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #296988), DECISIONPOINT FINANCIAL, LLC is subject to fiduciary duty under federal law.
DECISIONPOINT FINANCIAL, LLC is headquartered in MESA, AZ.
DECISIONPOINT FINANCIAL, LLC serves 133 high-net-worth clients according to their SEC filing dated October 30, 2024. View client details ↓
According to their SEC Form ADV, DECISIONPOINT FINANCIAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
DECISIONPOINT FINANCIAL, LLC manages $689 million in client assets according to their SEC filing dated October 30, 2024.
According to their SEC Form ADV, DECISIONPOINT FINANCIAL, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 133
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.44
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 920
Discretionary Accounts: 920
Regulatory Filings
CRD Number: 296988
Last Filing Date: 2024-10-30 00:00:00
Website: https://dpplanners.com