Promontory Financial Planning, LLC
Promontory Financial Planning, LLC is an SEC-registered mass-market adviser in Farmington, UT with $319.0M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Promontory Financial Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153666, SEC 801-114494, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $319.0M (2026-02-20)
- Firm type
- Mass-Market Adviser
- Location
- Farmington, UT
- Employees
- 12
- Clients
- 570
- CRD
- 153666
- Ownership
- WILLIAMSON, TYRA; WILLIAMSON, BROCK, DON
How much AUM does Promontory Financial Planning, LLC have?
Promontory Financial Planning, LLC reported $319.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Promontory Financial Planning, LLC?
Disclosed owners and executives of Promontory Financial Planning, LLC include WILLIAMSON, TYRA, WILLIAMSON, BROCK, DON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.