# PROMONTORY FINANCIAL PLANNING, LLC

PROMONTORY FINANCIAL PLANNING, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 153666
- **SEC file number:** 801-114494
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153666

## About

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.

## Questions

### 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.

### 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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Last updated: 2026-07-06T01:24:23.723Z

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