Promontory Financial Planning, LLC
Promontory Financial Planning, LLC (CRD# 153666) is a financial advisory firm headquartered in , . They manage $263,000,000 in 570 accounts and serve the financial needs of clients across 5 states (or territories).
-
Total Assets Under Management263MILLION
-
Total Number of Accounts570ACCOUNTS
-
Average Account Value$461,404
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, ID, TX, UT
Ross Bowen (CRD# 4583355) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Logan, UT and has over 21 years of experience in the finance industry.
Paul Gelormini (CRD# 2066089) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Los Altos, CA and has over 28 years of experience in the finance industry.
David Goar (CRD# 5280219) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Layton, UT and has over 17 years of experience in the finance industry.
John Houck (CRD# 250809) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Spanish Fork, UT and has over 36 years of experience in the finance industry.
Weldon Reeves (CRD# 2878694) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Houston, TX and has over 26 years of experience in the finance industry.
Robyn Simons (CRD# 1538638) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Layton, UT and has over 35 years of experience in the finance industry.
Ron Valentine (CRD# 2517387) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Layton, UT and has over 29 years of experience in the finance industry.
Brock Williamson (CRD# 4876027) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Farmington, UT and has over 19 years of experience in the finance industry.
Tyra Williamson (CRD# 4864359) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Farmington, UT and has over 19 years of experience in the finance industry.
Jon Aaron Paulsen (CRD# 5534292) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Farmington, UT and has over 15 years of experience in the finance industry.