PROMONTORY FINANCIAL PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$319,000,000
Discretionary
$319,000,000
Non-discretionary
$0
Firm details
- CRD number
- 153666
- SEC file number
- 801-114494
- Main office
- FARMINGTON, UT, United States
- Employees
- 12
- SEC status
- Approved
- Website
- HTTP://WWW.PROMONTORYFP.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.