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Decisionpoint Financial, LLC

● SEC registered since 2018CRD 296988SEC# 801-113384Mesa, AZ
Export (members)
Reg. AUM
$848.7M
Employees
15
Accounts
1,377
Location
Mesa, AZ

Decisionpoint Financial, LLC assets under management

Decisionpoint Financial, LLC is an SEC-registered investment adviser based in Mesa, AZ. The firm has been registered since 2018. It reports $848.7 million in regulatory assets under management and employs 15 people.
www.dp457b.comView on SEC.gov ↗

Decisionpoint Financial, LLC owners & executives

9 reported
NameTitleOwnershipSince
Curtis John HarrisonVice PresidentUnder 5%2018
Matthew Judson DaleyPartner & Senior Financial Planner10-25%2023
Scott Jamison Johnson ControlChief Compliance OfficerUnder 5%2018
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Frequently asked questions

How much does Decisionpoint Financial, LLC manage?

Decisionpoint Financial, LLC reports $848.7 million in regulatory assets under management on its Form ADV.

How many employees does Decisionpoint Financial, LLC have?

Decisionpoint Financial, LLC reports 15 employees.

Where is Decisionpoint Financial, LLC located?

Decisionpoint Financial, LLC is based in Mesa, AZ and has been SEC-registered since 2018.

Does Decisionpoint Financial, LLC disclose fund performance?

Decisionpoint Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2812 North Norwalk, Suite 116, Mesa, AZ 85215
Phone480-553-6249
Office hours7:00 a.m. - 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1938514
Discloses disciplinary historyNo

Assets under management

Discretionary$848.7M
Non-discretionary$0
Total (RAUM)$848.7M