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SWITCHPOINT FINANCIAL PLANNING LLC

Tel: 801.753.8538
2901 W Bluegrass Blvd
Suite 200 - 26
Lehi, Utah  84043

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SWITCHPOINT FINANCIAL PLANNING LLC

SWITCHPOINT FINANCIAL PLANNING LLC is a Lehi, Utah based financial advisory firm with nearly $227,356,165 in assets under management and provides investment advisory services for 472 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

282856

SEC#:

801-125029

No. of Clients:

472

Assets under Management

$227,356,165

No. of Advisors:

4

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