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Promontory Financial Planning, LLC

● SEC registered since 2019CRD 153666SEC# 801-114494Farmington, UT
Export (members)
Reg. AUM
$280M
Employees
11
Accounts
570
Location
Farmington, UT

Promontory Financial Planning, LLC assets under management

Promontory Financial Planning, LLC operates as an SEC-registered investment adviser based in Farmington, UT. The firm has been registered since 2019. It reports $280 million in regulatory assets under management and employs 11 people.
www.promontoryfp.comView on SEC.gov ↗

Promontory Financial Planning, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brock Don Williamson ControlPresident/Owner/Cco50-75%2010
Tyra Williamson ControlOwner/Advisor50-75%2010

Frequently asked questions

How much does Promontory Financial Planning, LLC manage?

Promontory Financial Planning, LLC reports $280 million in regulatory assets under management on its Form ADV.

How many employees does Promontory Financial Planning, LLC have?

Promontory Financial Planning, LLC reports 11 employees.

Where is Promontory Financial Planning, LLC located?

Promontory Financial Planning, LLC is based in Farmington, UT and has been SEC-registered since 2019.

Does Promontory Financial Planning, LLC disclose fund performance?

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

Contact & registration

Address240 N. East Promontory Suite 200, Farmington, UT 84025
Phone801-513-2545
Fax801-618-4869
Office hours9:00a.m. To 5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$280M
Non-discretionary$0
Total (RAUM)$280M