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Financial Advisor
Utah
Lehi
SWITCHPOINT FINANCIAL PLANNING LLC

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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