FINANCIAL DECISIONS, INC.
SEC file number 801-61300
· STOCKTON, CA
https://decisions.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$472.7M
Discretionary AUM
$471.1M
Employees
8
Clients
8
Firm
- Address
- 3555 DEER PARK DRIVE
STOCKTON, CA 95219 - Phone
- —
- Website
- https://decisions.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Dart Financial Corp Medium name-match confidence · CIK 1589984 · MI
- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · OR
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
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Dart Financial Corp · D/A · Sep 29, 2026
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M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
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W FINANCIAL FUND, LP · D/A · Jan 23, 2026
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Dart Financial Corp · D/A · Oct 3, 2025
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M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
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W FINANCIAL FUND, LP · D/A · Jan 29, 2025