Trustee · Decisionpoint Financial, LLC
Sarah Johnson
CRD 6945329 · Named on Form ADV at one SEC-registered adviser
At a glance
Decisionpoint Financial, LLC, an SEC-registered asset manager based in Mesa, AZ with $1.2 billion in regulatory assets, lists Sarah Johnson on its Form ADV as Trustee, a control person.
Firms and roles
- Decisionpoint Financial, LLCTrusteeAsset manager · Mesa, AZ · $1.2B in regulatory assets
AtlasMembers
Sarah’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Scott J. JohnsonChief Compliance Officer, Decisionpoint Financial, LLC
- Curtis J. HarrisonVice President, Decisionpoint Financial, LLC
- Matthew J. DaleyPartner & Senior Financial Planner, Decisionpoint Financial, LLC
- Katherine G. DowMember, Decisionpoint Financial, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sarah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.