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DECISIONPOINT FINANCIAL, LLC
Tel: 480-553-6249
2812 North Norwalk Suite 116
Mesa, Arizona 85215
DECISIONPOINT FINANCIAL, LLC
DECISIONPOINT FINANCIAL, LLC is a Mesa, Arizona based financial advisory firm with nearly $689,179,776 in assets under management and provides investment advisory services for 920 clients. There are currently 9 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
296988
SEC#:
801-113384
No. of Clients:
920
Assets under Management
$689,179,776
No. of Advisors:
9
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