DECISIONPOINT FINANCIAL, LLC

MESA, Arizona·3 registered advisors·CRD# 296988
SEC# 801-1133841480-553-6249
01

Firm Overview

AUM
$689M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at DECISIONPOINT FINANCIAL, LLC

3 registered advisors
Curtis John Harrison
MESA, Arizona
Matthew Judson Daley
MESA, Arizona
Scott Jamison Johnson
MESA, Arizona
05

Office Locations

MESA, Arizona
3 advisors

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Data sourced from SEC Form ADV filings. DECISIONPOINT FINANCIAL, LLC (CRD# 296988) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.