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Building 2DECKER RETIREMENT PLANNING INC.

Map pinLEHI, UT
Phone855-425-4566
NotebookSEC #801-120733
Total AUM
$359.9M
Employees
23
Clients
775

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2889 W ASHTON BLVD.
SUITE 125
LEHI
UT 84048
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
855-425-4566
Other Offices
5

ReceiptFinancials

Total AUM
$359.9M
Accounts
2,299
Discretionary
$359.9M
Accounts
2,299
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
713
AUM
$226M
HNW Individual Clients
54
AUM
$131M
Pension/Profit Sharing Plan Clients
1
AUM
$460.3K
Corporation or Business Clients
7
AUM
$2.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCAFLIDMTNENHNVNYTXUTWA

HandshakeAffiliates

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

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