POINTOAK RETIREMENT ADVISORS

RIASEC RegisteredEst. 2021

Total AUM

$1.1B

Discretionary

$11.9M

1% of AUM

Avg account

$9.2M

Accounts

117

Employees

Advisory reps

Firm details

Headquarters: MCLEAN, Virginia
CRD number: 314866
Registered since: August 2, 2021
Website: www.pointoak.com
Custodians: ADP BROKER-DEALER, INC., TRANSAMERICA CAPITAL, LLC, PRINCIPAL SECURITIES, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans98.9%
Individuals0.86%
HNWI0.25%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Pointoak Retirement Advisors is an SEC-registered limited liability company that began registration in 2021 and is owned by an individual. The firm serves both individual/family and institutional clients and reports portfolio management for individuals and small businesses alongside pension consulting services among its advisory activities. Its fee arrangements include both a percentage-of-AUM component and fixed fees. Pointoak does not identify itself as an active ESG investor and is not positioned as a capital allocator.