Decker Retirement Planning Inc.
● SEC registered since 2021CRD 284281SEC# 801-120733Lehi, UT
Reg. AUM
$359.9M
Employees
23
Accounts
2,299
Location
Lehi, UT
Decker Retirement Planning Inc. assets under management
Decker Retirement Planning Inc. is an investment advisory firm registered with the SEC based in Lehi, UT. The firm has been registered since 2021. It reports $359.9 million in regulatory assets under management and employs 23 people.
Decker Retirement Planning Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian James Decker Control | Chief Compliance Officer Treasurer And President | Over 75% | 2016 |
| Heidi Joan Aure | Secretary | Under 5% | 2016 |
Frequently asked questions
How much does Decker Retirement Planning Inc. manage?
Decker Retirement Planning Inc. reports $359.9 million in regulatory assets under management on its Form ADV.
How many employees does Decker Retirement Planning Inc. have?
Decker Retirement Planning Inc. reports 23 employees.
Where is Decker Retirement Planning Inc. located?
Decker Retirement Planning Inc. is based in Lehi, UT and has been SEC-registered since 2021.
Does Decker Retirement Planning Inc. disclose fund performance?
Decker Retirement Planning Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2889 W Ashton Blvd., Suite 125, Lehi, UT 84048 |
| Phone | 855-425-4566 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1975700 |
| Discloses disciplinary history | No |
Regulatory AUM
$359.9M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$359.9Mregulatory AUM
Discretionary $359.9M