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Building 2POINTOAK RETIREMENT ADVISORS

Map pinMCLEAN, VA
Phone703-595-4444
NotebookSEC #801-122008
Total AUM
$1.1B
Employees
3
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1751 PINNACLE DR
STE 600
MCLEAN
VA 22102
United States
Operating Hours
9-5
Monday - Friday
Phone
703-595-4444

ReceiptFinancials

Total AUM
$1.1B
Accounts
117
Discretionary
$11.9M
Accounts
34
Non-Discretionary
$1.1B
Accounts
83

ContactClients

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Individual Clients
19
AUM
$9.2M
HNW Individual Clients
1
AUM
$2.7M
Pension/Profit Sharing Plan Clients
83
AUM
$1.1B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCMDNENHTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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