SWITCHPOINT FINANCIAL PLANNING LLC

LEHI, Utah·2 registered advisors·CRD# 282856
SEC# 801-1250294801.753.8538
01

Firm Overview

AUM
$227M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at SWITCHPOINT FINANCIAL PLANNING LLC

2 registered advisors
James Rhead Sweeney
LEHI, Utah
Kyle David Wilhelm
LEHI, Utah
05

Office Locations

LEHI, Utah
2 advisors

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Data sourced from SEC Form ADV filings. SWITCHPOINT FINANCIAL PLANNING LLC (CRD# 282856) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.