CRD: 284506
Actify Investor Retirements, LLC
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- Custodian
- Assetmark · Matrix Trust · Newport Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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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
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Unlock allAssets Under Management
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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