DECISIONPOINT FINANCIAL, LLC
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
FINTRXOverview
Decisionpoint Financial, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm serves both individual/family and institutional clients and bills on a percentage-of-assets basis as well as by hourly charges for certain engagements. Its adviser activity includes financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Decisionpoint Financial describes itself as an active ESG investor and appears to rely on third‑party managers for alternative exposures rather than acting as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
3 of 13Kortney Bamrick
Client Services SpecialistCRD 6942356
SCOTT JOHNSON
PartnerCRD 2366054
CURTIS HARRISON
Partner, Senior Financial PlannerCRD 6308250
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 169Active vs passive
$434M in ETFs
25%
$109M
75%
$325M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $147M | 3,791,506 | 33.92% |
Location
MESA, AZ
MARICOPA
Location
MESA, AZ
Headquartered in MESA, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 2812 N Norwalk
- Time zone
- MT (UTC-7)
- Office locations
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