$45.3M Total AUM
$45.3M Disc. AUM
-- 3Y CAGR
1 Employees
182 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-05-2020
- Office Locations
- 1
Office Locations
120 E 12th ST Tracy CA
About 401k Engineers Inc.
401k Engineers Inc. is a retirement consulting firm serving both corporate retirement plans and private clients. The team builds 401(k) plan features with an emphasis on fiduciary oversight and financial wellness, alongside personal investment and planning solutions. Portfolios commonly use public funds and ETFs with cash and U.S. government/agency exposure, and the firm custodies with Charles Schwab.
Team overview
-- AVG AGE
$45.3M AVG AUM / ADVISOR
$248.6K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
P
PAOLO FRANCESCO MARCHETTI
Chief Compliance Officer, Managing Member
- CRD
- #2133536
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,250,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,250,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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