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Building 2SWITCHPOINT FINANCIAL PLANNING LLC

Map pinLEHI, UT
Phone801.753.8538
NotebookSEC #801-125029
Total AUM
$367.1M
Employees
3
Clients
102

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2901 W BLUEGRASS BLVD
SUITE 200 - 26
LEHI
UT 84048
United States
Operating Hours
8:30AM-5:30PM
Monday - Friday
Phone
801.753.8538
Other Offices
3

ReceiptFinancials

Total AUM
$367.1M
Accounts
525
Discretionary
$360.8M
Accounts
523
Non-Discretionary
$6.3M
Accounts
2

ContactClients

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Individual Clients
34
AUM
$23.8M
HNW Individual Clients
66
AUM
$341.7M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M
Charitable Organization Clients
1
AUM
$542.1K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATXUT

HandshakeAffiliates

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

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