Decisionpoint Financial, LLC
Decisionpoint Financial, LLC (CRD# 296988) is a financial advisory firm headquartered in Mesa, AZ. They manage $689,179,776 in 920 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management689MILLION
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Total Number of Accounts920ACCOUNTS
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Average Account Value$749,108
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AR, AZ, CA, TX, UT, WA
Matthew Daley (CRD# 6505678) is an Investment Advisor Representative working at Decisionpoint Financial, LLC in Mesa, AZ and has over 6 years of experience in the finance industry.
Scott Johnson (CRD# 2366054) is an Investment Advisor Representative working at Decisionpoint Financial, LLC in Mesa, AZ and has over 24 years of experience in the finance industry.
Brett Adams (CRD# 7099864) is an Investment Advisor Representative working at Decisionpoint Financial, LLC in Mesa, AZ and has over 3 years of experience in the finance industry.
Devin Miller (CRD# 7438680) is an Investment Advisor Representative working at Decisionpoint Financial, LLC in Mesa, AZ and has over 2 years of experience in the finance industry.
Chadd Peachey (CRD# 7131539) is an Investment Advisor Representative working at Decisionpoint Financial, LLC in Gig Harbor, WA and has over 4 years of experience in the finance industry.