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Building 2FORUSALL

Map pin
Phone844-401-2253
NotebookSEC #801-77865
Total AUM
$1.5B
Employees
11
Clients
31,237

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00-5:00
Monday - Friday
Phone
844-401-2253

ReceiptFinancials

Total AUM
$1.5B
Accounts
31,237
Discretionary
$1.4B
Accounts
420
Non-Discretionary
$123.2M
Accounts
30,817

ContactClients

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Individual Clients
30,809
AUM
$0
Pension/Profit Sharing Plan Clients
428
AUM
$1.5B

Briefcase businessServices

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Services Offered
Other ServicesPension Consulting
Other Services
WE ARE A FIDUCIARY TO 401(K) PLANS AND PROVIDE ADVICE TO INDIVIDUAL PLAN PARTICIPANTS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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