Decisionpoint Financial, LLC

RIASEC RegisteredEst. 2018

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$661K

Accounts

1,853

Employees

Advisory reps

Firm details

Headquarters: Mesa, Arizona
CRD number: 296988
Registered since: June 1, 2018
Website: decisionpointfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: State / Municipal Government39.37%
HNWI38.19%
Pension & Profit Sharing Plans10.43%
Individuals10.34%
Pooled Investment Vehicles1.61%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Decisionpoint Financial, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2018. The firm serves both individual/family and institutional clients and bills primarily as a percentage of assets under management, with the option of hourly fees. Core services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and pension consulting. Decisionpoint describes itself as an active ESG investor and focuses its advisory work on public funds and mutual funds as primary building blocks rather than operating as a capital allocator into direct private manager programs.