CRD: 284506
Actify Investor Retirements, LLC
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- Custodian
- Assetmark · Matrix Trust · Newport Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-29-2016
- Office Locations
- 2
Office Locations
About Actify Investor Retirements, LLC
Actify Investor Retirements, LLC (dba CPSGo Retirement Services) is a registered investment adviser focused on employer-sponsored retirement plans, offering a full suite of plan options for companies and their employees. The firm operates across institutional and retail channels, pairing plan consulting with investment advisory support that commonly uses mutual funds and ETFs, and works with custodians including Matrix Trust.
Reported data analysis
What the numbers show
Of the latest reported AUM, 8.7% is discretionary and 91.3% is non-discretionary.
The firm reports 2 advisory representatives and 421 clients, or 210.5 clients per representative. That equates to $145.5K in reported AUM per client.
The profile lists 2 reported office locations and 9 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Aria Nicole Alvarez
Chief Compliance Officer
- CRD
- #7845827
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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JACOB MATTHEW STASZAK
Regional Vice President
- CRD
- #6532228
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,337,714 | -- |
| Non-Discretionary | $55,928,036 | -- |
| Total | $61,265,750 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Actify Investor Retirements, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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