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LANYON ADVISORY SERVICES

VIEWPOINT FINANCIAL PARTNERS, LLC

CRD 282424

Visit website

3790 VIA DE LA VALLE, SUITE 306E, DEL MAR, CA, 92014, United States

Phone

760-492-2052

Fax

858-724-1467

Registration

— (—)

Source

State registered

Total AUM

$109.0M

Discretionary AUM

$3.0M

Team

2 total employees; 2 advisory reps; 16 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-29

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals26$7.4M
High net worth individuals44$98.4M
Pension/profit sharing plans2$2.0M
Corporations/business entities6$1.2M

All web addresses on file

Official SEC filing: View on IAPD