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| Keyboard |
| Promontory Financial Planning LLC
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|---|---|
| CRD # | 153666 |
| SEC # | 801-114494 |
| CIK # | |
| AUM | 319.0 M (2026-02-20) |
| Employees | 12 (100% Investors, 0% Brokers) |
| Phone | 801-513-2545 |
| Address | 240 N East Promontory Suite 200 Farmington, UT 84025 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 500 | 205.0 |
| (b) Individuals (high net worth individuals) | 65 | 110.0 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 4.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 570 | 319.0 |
| By Discretionary | ||
| Discretionary | 570 | 319.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 570 | 319.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 319.0 | |
| Total | 570 | 319.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
|
MO | 320.0 M |
|
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|
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Phillip B White Co Inc
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CA | 318.7 M |
|
Plagens & Taylor Wealth Management LLC
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TX | 318.3 M |
|
Carlson Financial Inc
✚
|
OR | 318.0 M |