1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DECISIONPOINT FINANCIAL, LLC

Map pinMESA, AZ
Phone480-553-6249
NotebookSEC #801-113384
Total AUM
$1.2B
Employees
18
Clients
692

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2812 NORTH NORWALK
SUITE 116
MESA
AZ 85215
United States
Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Phone
480-553-6249
Other Offices
2

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,853
Discretionary
$1.2B
Accounts
1,853
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
456
AUM
$126.6M
HNW Individual Clients
146
AUM
$467.6M
Pooled Vehicle Clients
15
AUM
$19.7M
Pension/Profit Sharing Plan Clients
47
AUM
$127.7M
Charitable Organization Clients
1
AUM
$788.2K
Government Entity Clients
27
AUM
$482M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCAFLIDINMTTXUTWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account