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POINTOAK RETIREMENT ADVISORS

POINTOAK RETIREMENT ADVISORS, LLC

CRD 314866 · SEC 801-122008

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1751 PINNACLE DR, STE 600, MCLEAN, VA, 22102, United States

Phone

703-595-4444

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.08B

Discretionary AUM

$11.9M

Team

3 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-04

Disciplinary history

No

Services

Portfolio management (individuals)Pension consultingCONSULTING

Client types

TypeClientsAUM
Individuals19$9.2M
High net worth individuals1$2.7M
Pension/profit sharing plans83$1.07B

States served

DC, MD, NE, VA, TX, NH

All web addresses on file

Official SEC filing: View on IAPD