← Back to searchVisit website
PROMONTORY FINANCIAL PLANNING, LLC
CRD 153666 · SEC 801-114494
240 N. EAST PROMONTORY SUITE 200, FARMINGTON, UT, 84025, United States
Phone
801-513-2545
Fax
801-618-4869
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$319.0M
Discretionary AUM
$319.0M
Team
12 total employees; 12 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 500 | $205.0M |
| High net worth individuals | 65 | $110.0M |
| Pension/profit sharing plans | 5 | $4.0M |
States served
CA, CO, ID, UT, TX
All web addresses on file
Official SEC filing: View on IAPD