SWITCHPOINT FINANCIAL PLANNING LLC
Tel: 801.753.8538 2901 W Bluegrass Blvd Suite 200 - 26 Lehi, Utah 84043
About SWITCHPOINT FINANCIAL PLANNING LLC
SWITCHPOINT FINANCIAL PLANNING LLC is a Lehi, Utah based financial advisory firm with nearly $227,356,165 in assets under management and provides investment advisory services for 472 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
282856
Firm SEC#:
801-125029
Assets Under Management:
$227,356,165
No. of Clients:
472
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services
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