Promontory Financial Planning, LLC

Promontory Financial Planning, LLC (CRD# 153666) is a financial advisory firm headquartered in , . They manage $263,000,000 in 570 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
http://www.promontoryfp.com
By the Numbers
  • Total Assets Under Management
    263
    MILLION
  • Total Number of Accounts
    570
    ACCOUNTS
  • Average Account Value
    $461,404
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, ID, TX, UT

Financial Advisors at Promontory Financial Planning, LLC
Showing 11 - 11 of 11 top financial advisors.
11
William Sandberg, financial advisor Farmington UT
William E. Sandberg
CRD#: 7143826
Farmington, UT

William Sandberg (CRD# 7143826) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Farmington, UT and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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