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Building 2APPROACH RETIREMENT ADVISORS, LLC

Map pinBIRMINGHAM, AL
Phone(205) 588-8637
NotebookSEC #801-121714
Total AUM
$227.5M
Employees
2
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3928 CYPRESS DRIVE
SUITE 150
BIRMINGHAM
AL 35243
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
(205) 588-8637
Other Offices
1

ReceiptFinancials

Total AUM
$227.5M
Accounts
547
Discretionary
$227.5M
Accounts
547
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
81
AUM
$36.2M
HNW Individual Clients
59
AUM
$187.8M
Pension/Profit Sharing Plan Clients
3
AUM
$1.7M
Charitable Organization Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGAMANCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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