DESERET POINT PARTNERS LLC
Firm details
- Headquarters
- SALT LAKE CITY , Utah
- CRD number
- 340268
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Deseret Point Partners LLC is organized as a limited liability company that, according to FINTRX, provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm’s reported fee arrangements include asset-based fees, fixed fees, and performance-based fees. FINTRX characterizes the firm as unclassified and notes it is not identified as an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
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
Contacts
1 of 1BLAKE WILKINSON
Director of Investment StrategyCRD 6969793
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SALT LAKE CITY , UT
SALT LAKE
Location
SALT LAKE CITY , UT
Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SALT LAKE
- Address
- 376 E 400 S
- Time zone
- MT (UTC-7)
- Office locations
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