The DECISIONPOINT FINANCIAL is a privately held investment adviser that advises $1.22Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. DECISIONPOINT FINANCIAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 201.76% over the last 5-years.
The Group has been registered with the SEC for 8.17 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 2812 NORTH NORWALK SUITE 116, MESA, ARIZONA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 18 employees comprised of 14 investment and 4 non-investment staff. The total number of Employees increased by 125% over the last 5-years.
Their $1.22Bn in assets advised are owned by 15 private funds, 0 public funds and BDCs and 74 other accounts. Assets of Government Entities and Pension Plans clients own $481.98mn or 39.37% of Total Assets and High Net Worth Individuals own $467.57mn or 38.19% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Government Entities and Pension Plans and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
DECISIONPOINT FINANCIAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.