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INFLECTION RETIREMENT SERVICES
INFLECTION RETIREMENT SERVICES, INC.
CRD 312680
2945 TOWNSGATE RD, SUITE 200, WESTLAKE VILLAGE, CA, 91361, United States
Phone
424-410-8410
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$62.0M
Discretionary AUM
$48.8M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-22
Disciplinary history
Yes
Services
Portfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 37 | $62.0M |
All web addresses on file
Official SEC filing: View on IAPD