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POINTOAK RETIREMENT ADVISORS
1751 Pinnacle Dr
Ste 600
Mclean, Virginia 22102
Tel: 703-595-4444
About POINTOAK RETIREMENT ADVISORS
POINTOAK RETIREMENT ADVISORS, formally registered with the SEC as POINTOAK RETIREMENT ADVISORS. The firm was established in 08/02/2021. They have over 1 offices throughout the country.
POINTOAK RETIREMENT ADVISORS is a Mclean, Virginia based Financial Planning firm with nearly $270,873,874 assets under management, offering retirement planning & investment advisory services to 72 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314866 |
| SEC# | 801-122008 |
| Assets Managed by Firm | $270,873,874 |
| No. of Clients | 72 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 72 | $270,873,874 |
| Individuals (other than high net worth individuals) | 17 | $5,272,366 |
| Pension and profit sharing plans | 55 | $265,601,508 |
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