POINTOAK RETIREMENT ADVISORS, LLC
Legal name: POINTOAK RETIREMENT ADVISORS
CRD #314866 SEC #801-122008 MCLEAN, VA 703-595-4444
SEC Registered
Total AUM
$818.7M
Discretionary
$7.7M
Employees
3
Clients
10
Accounts
92
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $818.7M | $7.7M | $811M | 3 | 79 |
| Dec 2024 | $270.9M | $270.9M | $0 | 2 | 0 |
| Mar 2024 | $270.9M | $270.9M | $0 | 1 | 0 |
| Mar 2023 | $215.5M | $215.5M | $0 | 1 | 0 |
| Jul 2022 | $961.9K | $961.9K | $0 | 1 | 0 |
| Mar 2022 | $961.9K | $961.9K | $0 | 1 | 0 |
DateMar 2025
Total AUM$818.7M
Discretionary$7.7M
Non-Disc.$811M
Employees3
Clients79
DateDec 2024
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$215.5M
Discretionary$215.5M
Non-Disc.$0
Employees1
Clients0
DateJul 2022
Total AUM$961.9K
Discretionary$961.9K
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$961.9K
Discretionary$961.9K
Non-Disc.$0
Employees1
Clients0