PPrivate Fund Data Log in Join · $37/mo

Pointoak Retirement Advisors, LLC

● SEC registered since 2021CRD 314866SEC# 801-122008McLean, VA
Export (members)
Reg. AUM
$818.7M
Employees
3
Accounts
92
Location
McLean, VA

Pointoak Retirement Advisors, LLC assets under management

Pointoak Retirement Advisors, LLC operates as an SEC-registered investment adviser based in McLean, VA. The firm has been registered since 2021. It reports $818.7 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/pointoakView on SEC.gov ↗

Pointoak Retirement Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Darshan Prakash Makim ControlChief Compliance Officer And PresidentOver 75%2021

Frequently asked questions

How much does Pointoak Retirement Advisors, LLC manage?

Pointoak Retirement Advisors, LLC reports $818.7 million in regulatory assets under management on its Form ADV.

How many employees does Pointoak Retirement Advisors, LLC have?

Pointoak Retirement Advisors, LLC reports 3 employees.

Where is Pointoak Retirement Advisors, LLC located?

Pointoak Retirement Advisors, LLC is based in McLean, VA and has been SEC-registered since 2021.

Does Pointoak Retirement Advisors, LLC disclose fund performance?

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

Contact & registration

Address1751 Pinnacle Dr, Ste 600, McLean, VA 22102
Phone703-595-4444
Office hours5-Sep
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$7.7M
Non-discretionary$811M
Total (RAUM)$818.7M