DECISIONPOINT FINANCIAL, LLC

MESA, Arizona·5 registered advisors·CRD# 296988
SEC# 801-1133841480-553-6249
01

Firm Overview

AUM
$689M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
5
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

5 registered advisors
Curtis John Harrison
MESA, Arizona
Kailey Ann Harrison
MESA, Arizona
Matthew Judson Daley
MESA, Arizona
Sarah Johnson
MESA, Arizona
Scott Jamison Johnson
MESA, Arizona
05

Office Locations

MESA, Arizona
5 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
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.