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| Keyboard |
| Decisionpoint Financial LLC
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|---|---|
| CRD # | 296988 |
| SEC # | 801-113384 |
| CIK # | 0001938514 |
| AUM | 1,224.3 M (2026-03-31) |
| Employees | 18 (78% Investors, 0% Brokers) |
| Phone | 480-553-6249 |
| Address | 2812 North Norwalk Mesa, AZ 85215 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Home Bancshares Inc | 15.7 | ||
| Apple Inc | 2.9 | ||
| Microsoft Corp | 2.4 | ||
| Marriott International Inc /MD/ | 1.5 | ||
| Amazon Com Inc | 0.8 | ||
| Republic Services Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 456 | 126.6 |
| (b) Individuals (high net worth individuals) | 146 | 467.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 15 | 19.7 |
| (g) Pension and profit sharing plans | 47 | 127.7 |
| (h) Charitable organizations | 0 | 0.8 |
| (i) State or municipal government entities | 27 | 482.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,853 | 1,224.3 |
| By Discretionary | ||
| Discretionary | 1,853 | 1,224.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,853 | 1,224.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,224.3 | |
| Total | 1,853 | 1,224.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001938514] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 10 |
| Serves | Institutional, Retail |
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