DECKER RETIREMENT PLANNING INC.
Firm details
- Headquarters
- LEHI, Utah
- CRD number
- 284281
- Registered since
- April 7, 2021
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals62.78%
- HNWI36.4%
- Corporations / Businesses0.69%
- Pension & Profit Sharing Plans0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Decker Retirement Planning Inc. is an independent registered investment adviser organized as a corporation and SEC-registered in 2021. The firm serves both individual & family and institutional clients and describes itself as a capital allocator that uses third-party managers. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, manager selection, and the publication of periodicals or newsletters. Fee arrangements include a percentage of assets under management and hourly charges. The firm is not identifying itself as an active ESG investor.
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 Funds45%
- Exchange Traded Equities39%
- Cash & Cash Equivalents15%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1Clayton Bradshaw
Chief Marketing OfficerCRD 6791138
Contacts
3 of 11heidi decker
SecretaryCRD 6686465
Michael Schwartz
Financial PlannerCRD 6690653
BRIAN DECKER
Owner & FounderCRD 1503719
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 176Active vs passive
$183M in ETFs
88%
$161M
8%
$21.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $38.6M | 383,541 | 21.12% |
Location
LEHI, UT
UTAH
Location
LEHI, UT
Headquartered in LEHI, UT, in the West of the United States.
- Region
- West
- County
- UTAH
- Address
- 2889 W Ashton Blvd
- Time zone
- MT (UTC-7)
- Office locations
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