Overview
Assets Under Management: $319 million
Headquarters: FARMINGTON, UT
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Frequently Asked Questions
PROMONTORY FINANCIAL PLANNING, 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 #153666), PROMONTORY FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
PROMONTORY FINANCIAL PLANNING, LLC is headquartered in FARMINGTON, UT.
PROMONTORY FINANCIAL PLANNING, LLC serves 65 high-net-worth clients according to their SEC filing dated February 20, 2026. View client details ↓
According to their SEC Form ADV, PROMONTORY FINANCIAL PLANNING, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PROMONTORY FINANCIAL PLANNING, LLC manages $319 million in client assets according to their SEC filing dated February 20, 2026.
According to their SEC Form ADV, PROMONTORY FINANCIAL PLANNING, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.48
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 570
Discretionary Accounts: 570
Regulatory Filings
CRD Number: 153666
Filing ID: 2057876
Last Filing Date: 2026-02-20 20:12:51