PROMONTORY FINANCIAL PLANNING, LLC

PROMONTORY FINANCIAL PLANNING, LLC is an SEC-registered investment adviser in FARMINGTON, UT, registered since 2019. The firm manages approximately $319...

PROMONTORY FINANCIAL PLANNING, LLC

PROMONTORY FINANCIAL PLANNING, LLC is an SEC-registered investment adviser in FARMINGTON, UT, registered since 2019. The firm manages approximately $319 million in assets. It has 12 employees and 12 investment advisers.

General information

Firm type

Multi Family Office

Is Promontory Financial Planning, LLC a single-family office or a multi-family office?

Based on its name and registration as an RIA, Promontory Financial Planning, LLC appears to serve multiple families and individuals. It does not present itself as a dedicated single-family office structure (per public record).

What services does Promontory Financial Planning, LLC offer?

The firm provides financial planning and asset management, likely encompassing retirement, tax, estate, and investment management. As an RIA, it is contractually obligated to deliver fiduciary advice tailored to client needs.

How does the firm generate returns for clients?

No specific return data or investment strategy is publicly available. Typical RIA deployment includes diversified portfolios across equities, fixed income, and alternatives, but Promontory Financial Planning, LLC has not disclosed its exact asset allocation.

Is Promontory Financial Planning, LLC registered with any regulatory body?

The firm's name includes 'LLC' and it operates as an RIA, indicating registration with either the Securities and Exchange Commission or a state securities regulator in the United States (per public record).

What is the minimum investment threshold for Promontory Financial Planning, LLC?

No information is publicly available regarding minimum account sizes or commitment requirements for the firm.

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