|
⚲
|
| Approach Retirement Advisors LLC
✚
| |
|---|---|
| CRD # | 166221 |
| SEC # | 801-121714 |
| CIK # | |
| AUM | $173.6 MM (2024-03-20) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 205-588-8637 |
| Address | 3928 Cypress Drive Vestavia, AL 35243 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 35.4 |
| (b) Individuals (high net worth individuals) | 53 | 135.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.0 |
| (h) Charitable organizations | 2 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 479 | 173.6 |
| By Discretionary | ||
| Discretionary | 479 | 173.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 479 | 173.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.6 | |
| Total | 479 | 173.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bull Harbor Capital LLC
✚
|
MD | 0.2 |
|
Stride Investments LLC
✚
|
IL | 0.2 |
|
Pursuit Wealth Managment LLC
✚
|
FL | 0.2 |
|
The Holben Group LLC
✚
|
CO | 0.2 |
|
DH Hill Advisors Inc
✚
|
TX | 0.2 |
|
WD Rutherford LLC
✚
|
OR | 0.2 |
|
Keene & Associates Inc
✚
|
TX | 0.2 |
|
Sunstate Wealth Management LLC
✚
|
FL | 0.2 |
|
Robinson Value Management Ltd
✚
|
TX | 0.2 |
|
Brown Wealth Management LLC
✚
|
IL | 0.2 |