Accelerate Retirement
Firm details
- Headquarters
- Aliso Viejo, California
- CRD number
- 325859
- Registered since
- April 28, 2023
- Website
- accelerateretirement.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals45.87%
- HNWI36.35%
- Other9.9%
- Pension & Profit Sharing Plans5.83%
- Corporations / Businesses2.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Accelerate Retirement is an independent registered investment adviser that began SEC registration in 2023. The firm combines advisory services with insurance brokerage and offers fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees. Its client base spans individuals and families as well as institutional relationships, and the firm lists services that include financial planning, portfolio management for individuals, small businesses and larger institutions, pension consulting, and educational seminars.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities18%
- Cash & Cash Equivalents12%
- State & Local Bonds3%
- Other3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 100Active vs passive
$172M in ETFs
52%
$89.7M
13%
$82.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $25.6M | 284,820 | 14.85% |
Location
Aliso Viejo, CA
Orange
Location
Aliso Viejo, CA
Headquartered in Aliso Viejo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 120 Vantis Dr
- Time zone
- PT (UTC-8)
- Office locations
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