Promontory Financial Planning is an independent Registered Investment Advisor (RIA) providing financial planning, investment consulting and management. Our goal is to provide our clients with a clear vision of their financial goals and the tools they need to reach them.
View Top Employees from Promontory Financial PlanningWebsite | http://promontoryfp.com |
Revenue | $12 million |
Employees | View employees |
Address | 240 NE Promontory Ste 200, Farmington, Utah 84025, US |
Phone | (801) 791-1081 |
Industry | Finance General, Finance |
Competitors | ECL Private Wealth Management, Lipscomb Investment Group LLC, Murray Financial Group Inc, Sierra Pacific Financial Advisors, LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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The Promontory Financial Planning annual revenue was $12 million in 2024.
Promontory Financial Planning is based in Farmington, Utah.
The NAICS codes for Promontory Financial Planning are [523, 52393, 5239, 52].
The SIC codes for Promontory Financial Planning are [62, 628].