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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Pointoak Retirement Advisors LLC
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|---|---|
| CRD # | 314866 |
| SEC # | 801-122008 |
| CIK # | |
| AUM | $818.7 M (2025-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 703-595-4444 |
| Address | 1751 Pinnacle Dr Mclean, VA 22102 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 7.7 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 80 | 811.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 92 | 818.7 |
| By Discretionary | ||
| Discretionary | 12 | 7.7 |
| Non-Discretionary | 80 | 811.0 |
| Total | 92 | 818.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 818.7 | |
| Total | 92 | 818.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Riverbend Capital Advisors LLC
✚
|
IL | 0.8 |
|
William Mack & Associates Inc
✚
|
MI | 0.8 |
|
Lebenthal Global Advisors LLC
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|
NY | 0.8 |
|
Delap Wealth Advisory LLC
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|
OR | 0.8 |
|
PYA Waltman Capital LLC
✚
|
TN | 0.8 |
|
McGuire Investment Group LLC
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|
RI | 0.8 |
|
IFG Advisors LLC
✚
|
MO | 0.8 |
|
Three Bridge Wealth Advisors LLC
✚
|
CA | 0.8 |
|
Marquette Asset Management LLC
✚
|
MN | 0.8 |
|
McGlone Suttner Wealth Management Inc
✚
|
WI | 0.8 |