Decisionpoint Financial, LLC
Firm details
- Headquarters
- Mesa, Arizona
- CRD number
- 296988
- Registered since
- June 1, 2018
- Website
- decisionpointfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- State / Municipal Government39.37%
- HNWI38.19%
- Pension & Profit Sharing Plans10.43%
- Individuals10.34%
- Pooled Investment Vehicles1.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Decisionpoint Financial, LLC is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2018) and is owned by a mix of a domestic entity and an individual. Its client base spans individuals and families as well as institutional clients. Service lines include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Fee arrangements are mixed — percentage-of-AUM fees are used alongside hourly and other billing approaches. The firm identifies as an active ESG investor and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 202Active vs passive
$515M in ETFs
25%
$130M
75%
$386M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $192M | 4,293,579 | 37.20% |
Location
Mesa, AZ
Maricopa
Location
Mesa, AZ
Headquartered in Mesa, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 2443 N Greenfield Rd
- Time zone
- MT (UTC-7)
- Office locations
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