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SWITCHPOINT FINANCIAL PLANNING LLC

dba SWITCHPOINT FINANCIAL PLANNING LLC · CRD 282856 · Registered Investment Adviser

SWITCHPOINT FINANCIAL PLANNING LLC is a Registered Investment Adviser headquartered in LEHI, UT. The firm reports $367,109,076 in regulatory assets under management across 525 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$360,786,258
Non-discretionary$6,322,818
Total RAUM$367,109,076
Accounts525

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 282856. adviserinfo.sec.gov/firm/summary/282856.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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