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Approach Retirement Advisors, LLC

● SEC registered since 2021CRD 166221SEC# 801-121714Birmingham, AL
Export (members)
Reg. AUM
$199.4M
Employees
2
Accounts
546
Location
Birmingham, AL

Approach Retirement Advisors, LLC assets under management

Approach Retirement Advisors, LLC is an investment advisory firm registered with the SEC based in Birmingham, AL. The firm has been registered since 2021. It reports $199.4 million in regulatory assets under management and employs 2 people.
approachretirement.comView on SEC.gov ↗

Approach Retirement Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Eric Jason McClain ControlMember50-75%2012
Phillip Brittain Walker ControlMember / Chief Compliance Officer50-75%2021

Frequently asked questions

How much does Approach Retirement Advisors, LLC manage?

Approach Retirement Advisors, LLC reports $199.4 million in regulatory assets under management on its Form ADV.

How many employees does Approach Retirement Advisors, LLC have?

Approach Retirement Advisors, LLC reports 2 employees.

Where is Approach Retirement Advisors, LLC located?

Approach Retirement Advisors, LLC is based in Birmingham, AL and has been SEC-registered since 2021.

Does Approach Retirement Advisors, LLC disclose fund performance?

Approach Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3928 Cypress Drive, Suite 150, Birmingham, AL 35243
Phone(205) 588-8637
Fax(205) 588-8637
Office hoursBy Appointment
SEC regionAtlanta Regional Office (ARO)
CIK2106948
Discloses disciplinary historyNo

Assets under management

Discretionary$199.4M
Non-discretionary$0
Total (RAUM)$199.4M