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DECISIONPOINT FINANCIAL, LLC
CRD 296988 · SEC 801-113384
2812 NORTH NORWALK, SUITE 116, MESA, AZ, 85215, United States
Phone
480-553-6249
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.22B
Discretionary AUM
$1.22B
Team
18 total employees; 14 advisory reps; 10 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 456 | $126.6M |
| High net worth individuals | 146 | $467.6M |
| Pooled investment vehicles | 15 | $19.7M |
| Pension/profit sharing plans | 47 | $127.7M |
| State/municipal entities | 27 | $482.0M |
States served
AZ, AR, CA, ID, IN, MT, UT, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD