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DECISIONPOINT FINANCIAL, LLC

Tel: 480-553-6249
2812 North Norwalk
Suite 116
Mesa, Arizona  85215

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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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