DECISIONPOINT FINANCIAL, LLC of MESA, AZ is an SEC-registered investment adviser (CRD 296988). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Sarah Johnson | TRUSTEE | Waltham, MA |
| Katherine Grace Dow | MEMBER | — |
| Scott Jamison Johnson | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Curtis John Harrison | TRUSTEE; VICE PRESIDENT | — |
| Kailey Ann Harrison | TRUSTEE | — |
| Matthew Judson Daley | PARTNER & SENIOR FINANCIAL PLANNER | — |
| HARRISON MICHAEL JOHN | TRUSTEE; VICE PRESIDENT | — |
| HARRISON LESLIE ANN | TRUSTEE | — |
| JOHNSON SCOTT JAMISON | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| JOHNSON SARAH | TRUSTEE | — |
| Kailey Harrison Ann | TRUSTEE | — |
| DALEY MATTHEW JUDSON | PARTNER & SENIOR FINANCIAL PLANNER | — |