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APPROACH RETIREMENT ADVISORS, LLC
CRD 166221 · SEC 801-121714
3928 CYPRESS DRIVE, SUITE 150, BIRMINGHAM, AL, 35243, United States
Phone
(205) 588-8637
Fax
(205) 588-8637
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$227.5M
Discretionary AUM
$227.5M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $36.2M |
| High net worth individuals | 59 | $187.8M |
| Pension/profit sharing plans | 3 | $1.7M |
| Charitable organizations | 1 | $1.7M |
States served
AL, GA, MA, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD