Active
PROMONTORY FINANCIAL PLANNING, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$280M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 280.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 153666 |
| SEC Number | 801-114494 |
| Phone | 801-513-2545 |
| Fax | 801-618-4869 |
| Total Employees | 11 |
| Business Types | insurance_broker |
Client Count by Type (570 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 500 |
| High Net Worth Individual… | 65 |
| Pension/Profit Sharing Pl… | 5 |
County data not available for this organization.