RIA Intel›Advisers›Utah›PROMONTORY FINANCIAL PLANNING, LLC

PROMONTORY FINANCIAL PLANNING, LLC

Advisory

N·FARMINGTON, UT

Data as of Feb 20, 2026 · Source: SEC Form ADV

Total AUM
$319M
1-Year AUM Growth
+7.3%
3-Year CAGR
+14.8%
Employees
12
Assets Under Management
Total AUM$319M
Discretionary AUM$319M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients570
Team
Total Employees12
Investment Advisers12
Employee Growth (1Y)—
Filing History
Total Filings on Record17
First FilingNov 27, 2018
Latest FilingFeb 20, 2026
🔒 Full AUM trend chart and 17 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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