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 ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Approach Retirement Advisors, LLC is an independent, individual-owned RIA that registered with the SEC in 2021. The firm provides fee-based portfolio management for individuals, small businesses and institutions and also engages in the selection of outside advisers. It positions itself as a capital allocator that incorporates ESG considerations into investment decisions. Its fee model includes AUM-based charges and hourly billing.
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
Phillip Walker
PartnerCRD 5798439
Eric Mcclain
PartnerCRD 5500918
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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