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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