Approach Retirement Advisors, LLC
Firm details
- Headquarters
- Vestavia, Alabama
- CRD number
- 166221
- Registered since
- July 7, 2021
- Website
- approachretirement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI82.58%
- Individuals15.92%
- Charitable Organizations0.76%
- Pension & Profit Sharing Plans0.73%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Approach Retirement Advisors, LLC is an independent registered investment adviser that provides portfolio management to both individual and institutional clients. Founded for SEC registration in 2021 and organized as an LLC with individual ownership, the firm charges clients on a percentage-of-AUM basis and also offers hourly fee arrangements. Its advisory work explicitly covers portfolio management for individuals and small businesses as well as for businesses or institutional clients. The firm identifies as an active ESG investor and does not act as a capital allocator or a pension consultant.
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 Funds88%
- Exchange Traded Equities10%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Eric Mcclain
PartnerCRD 5500918
Phillip Walker
PartnerCRD 5798439
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$114M in ETFs
16%
$18.1M
81%
$95.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $23.3M | 526,067 | 20.55% |
Location
Vestavia, AL
Jefferson
Location
Vestavia, AL
Headquartered in Vestavia, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Jefferson
- Address
- 3928 Cypress Dr
- Time zone
- CT (UTC-6)
- Office locations
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