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Decker Retirement Planning Inc.

● SEC registered since 2021CRD 284281SEC# 801-120733Lehi, UT
Export (members)
Reg. AUM
$285.1M
Employees
22
Accounts
2,461
Location
Lehi, UT

Decker Retirement Planning Inc. assets under management

Decker Retirement Planning Inc. is an investment advisory firm registered with the SEC based in Lehi, UT. The firm has been registered since 2021. It reports $285.1 million in regulatory assets under management and employs 22 people.
www.youtube.com/channel/ucpbdpkvp1fzbfnpkyunejmgView on SEC.gov ↗

Decker Retirement Planning Inc. owners & executives

2 reported
NameTitleOwnershipSince
Brian James Decker ControlChief Compliance Officer Treasurer And PresidentOver 75%2016
Heidi Joan AureSecretaryUnder 5%2016

Frequently asked questions

How much does Decker Retirement Planning Inc. manage?

Decker Retirement Planning Inc. reports $285.1 million in regulatory assets under management on its Form ADV.

How many employees does Decker Retirement Planning Inc. have?

Decker Retirement Planning Inc. reports 22 employees.

Where is Decker Retirement Planning Inc. located?

Decker Retirement Planning Inc. is based in Lehi, UT and has been SEC-registered since 2021.

Does Decker Retirement Planning Inc. disclose fund performance?

Decker Retirement Planning Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2889 W Ashton Blvd., Suite 125, Lehi, UT 84043
Phone855-425-4566
Office hours9:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK1975700
Discloses disciplinary historyNo

Assets under management

Discretionary$285.1M
Non-discretionary$0
Total (RAUM)$285.1M