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POINTOAK RETIREMENT ADVISORS

Tel: 703-595-4444
1751 Pinnacle Dr
Ste 600
Mclean, Virginia  22102

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POINTOAK RETIREMENT ADVISORS

POINTOAK RETIREMENT ADVISORS is a Mclean, Virginia based financial advisory firm with nearly $270,873,874 in assets under management and provides investment advisory services for 72 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Other (CONSULTING)

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

314866

SEC#:

801-122008

No. of Clients:

72

Assets under Management

$270,873,874

No. of Advisors:

2

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