DECISIONPOINT FINANCIAL, LLC
CRD #296988 SEC #801-113384 MESA, AZ 480-553-6249
SEC Registered
Total AUM
$848.7M
Discretionary
$848.7M
Employees
15
Clients
251
Accounts
1,377
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $848.7M | $848.7M | $0 | 15 | 10 |
| Mar 2025 | $848.7M | $848.7M | $0 | 15 | 10 |
| Oct 2024 | $689.2M | $689.2M | $0 | 9 | 13 |
| Oct 2024 | $689.2M | $689.2M | $0 | 9 | 13 |
| Mar 2024 | $689.2M | $689.2M | $0 | 9 | 13 |
| Mar 2024 | $689.2M | $689.2M | $0 | 9 | 13 |
| Oct 2023 | $573.9M | $573.9M | $0 | 10 | 7 |
| Mar 2023 | $573.9M | $573.9M | $0 | 10 | 7 |
| Nov 2022 | $495.5M | $495.5M | $0 | 8 | 10 |
| Mar 2022 | $495.5M | $495.5M | $0 | 8 | 10 |
| Mar 2022 | $495.5M | $495.5M | $0 | 8 | 10 |
| Oct 2021 | $405.7M | $405.7M | $0 | 8 | 2 |
| Oct 2021 | $405.7M | $405.7M | $0 | 8 | 2 |
| Mar 2021 | $405.7M | $405.7M | $0 | 8 | 2 |
| Mar 2021 | $405.7M | $405.7M | $0 | 8 | 2 |
| May 2020 | $321M | $321M | $0 | 6 | 1 |
| Mar 2020 | $321M | $321M | $0 | 6 | 1 |
| Mar 2019 | $231M | $231M | $0 | 5 | 1 |
| Nov 2018 | $221.3M | $221.3M | $0 | 4 | 0 |
| Jun 2018 | $0 | $0 | $0 | 3 | 0 |
| May 2018 | $0 | $0 | $0 | 3 | 0 |
| May 2018 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$848.7M
Discretionary$848.7M
Non-Disc.$0
Employees15
Clients10
DateMar 2025
Total AUM$848.7M
Discretionary$848.7M
Non-Disc.$0
Employees15
Clients10
DateOct 2024
Total AUM$689.2M
Discretionary$689.2M
Non-Disc.$0
Employees9
Clients13
DateOct 2024
Total AUM$689.2M
Discretionary$689.2M
Non-Disc.$0
Employees9
Clients13
DateMar 2024
Total AUM$689.2M
Discretionary$689.2M
Non-Disc.$0
Employees9
Clients13
DateMar 2024
Total AUM$689.2M
Discretionary$689.2M
Non-Disc.$0
Employees9
Clients13
DateOct 2023
Total AUM$573.9M
Discretionary$573.9M
Non-Disc.$0
Employees10
Clients7
DateMar 2023
Total AUM$573.9M
Discretionary$573.9M
Non-Disc.$0
Employees10
Clients7
DateNov 2022
Total AUM$495.5M
Discretionary$495.5M
Non-Disc.$0
Employees8
Clients10
DateMar 2022
Total AUM$495.5M
Discretionary$495.5M
Non-Disc.$0
Employees8
Clients10
DateMar 2022
Total AUM$495.5M
Discretionary$495.5M
Non-Disc.$0
Employees8
Clients10
DateOct 2021
Total AUM$405.7M
Discretionary$405.7M
Non-Disc.$0
Employees8
Clients2
DateOct 2021
Total AUM$405.7M
Discretionary$405.7M
Non-Disc.$0
Employees8
Clients2
DateMar 2021
Total AUM$405.7M
Discretionary$405.7M
Non-Disc.$0
Employees8
Clients2
DateMar 2021
Total AUM$405.7M
Discretionary$405.7M
Non-Disc.$0
Employees8
Clients2
DateMay 2020
Total AUM$321M
Discretionary$321M
Non-Disc.$0
Employees6
Clients1
DateMar 2020
Total AUM$321M
Discretionary$321M
Non-Disc.$0
Employees6
Clients1
DateMar 2019
Total AUM$231M
Discretionary$231M
Non-Disc.$0
Employees5
Clients1
DateNov 2018
Total AUM$221.3M
Discretionary$221.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0