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401K ENGINEERS INC.
CRD 309129
120 E 12TH ST, TRACY, CA, 95376, United States
Phone
916-600-1892
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$45.3M
Discretionary AUM
$45.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-09
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 175 | $33.0M |
| High net worth individuals | 6 | $12.0M |
| Charitable organizations | 1 | $250K |
All web addresses on file
Official SEC filing: View on IAPD