Promontory Financial Planning, LLC
● SEC registered since 2019CRD 153666SEC# 801-114494Farmington, UT
Reg. AUM
$319M
Employees
12
Accounts
570
Location
Farmington, UT
Promontory Financial Planning, LLC assets under management
Promontory Financial Planning, LLC operates as an SEC-registered investment adviser based in Farmington, UT. The firm has been registered since 2019. It reports $319 million in regulatory assets under management and employs 12 people.
Promontory Financial Planning, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brock Don Williamson Control | President/Owner/Cco | 50-75% | 2010 |
| Tyra Williamson Control | Owner/Advisor | 50-75% | 2010 |
Frequently asked questions
How much does Promontory Financial Planning, LLC manage?
Promontory Financial Planning, LLC reports $319 million in regulatory assets under management on its Form ADV.
How many employees does Promontory Financial Planning, LLC have?
Promontory Financial Planning, LLC reports 12 employees.
Where is Promontory Financial Planning, LLC located?
Promontory Financial Planning, LLC is based in Farmington, UT and has been SEC-registered since 2019.
Does Promontory Financial Planning, LLC disclose fund performance?
Promontory Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 240 N. East Promontory Suite 200, Farmington, UT 84025 |
| Phone | 801-513-2545 |
| Fax | 801-618-4869 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$319M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$319Mregulatory AUM
Discretionary $319M