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Home > Retirement Planners > alabama > vestavia > APPROACH RETIREMENT ADVISORS, LLC
APPROACH RETIREMENT ADVISORS, LLC
3928 Cypress Drive
Suite 150
Vestavia, Alabama 35243
Tel: (205) 588-8637
About APPROACH RETIREMENT ADVISORS, LLC
APPROACH RETIREMENT ADVISORS, LLC, formally registered with the SEC as APPROACH RETIREMENT ADVISORS, LLC. The firm was established in 07/07/2021. They have over 3 offices throughout the country.
APPROACH RETIREMENT ADVISORS, LLC is a Vestavia, Alabama based Financial Planning firm with nearly $173,598,369 assets under management, offering retirement planning & investment advisory services to 479 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166221 |
| SEC# | 801-121714 |
| Assets Managed by Firm | $173,598,369 |
| No. of Clients | 479 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 479 | $173,598,369 |
| Individuals (other than high net worth individuals) | 97 | $35,357,548 |
| High net worth individuals | 53 | $135,709,204 |
| Pension and profit sharing plans | 1 | $986,828 |
| Charitable organizations | 2 | $1,382,614 |
| Corporations or other businesses | 1 | $162,175 |
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