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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MAKIM, DARSHAN, PRAKASH | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| MAKIM, DARSHAN, PRAKASH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAKIM, DARSHAN, PRAKASH | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| MAKIM, DARSHAN, PRAKASH | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| MAKIM, DARSHAN, PRAKASH | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| MAKIM, DARSHAN, PRAKASH | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| MAKIM, DARSHAN, PRAKASH | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| MAKIM, DARSHAN, PRAKASH | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| MAKIM, DARSHAN, PRAKASH | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (5)
DC MD NE NH VA
Address
1751 PINNACLE DRSTE 600
MCLEAN, VA 22102
United States
Phone: 703-595-4444