A
CRD: 282058
Action Point Retirement Group LLC
$88.0M Total AUM
$88.0M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-19-2015
- Office Locations
- 1
Office Locations
-- Middleville MI
About Action Point Retirement Group LLC
Action Point Retirement Group advises employers and plan committees on 401(k) retirement plans, serving as a fiduciary partner focused on improving participant outcomes. The firm also provides personal retirement planning. Portfolios are primarily implemented with ETFs and public funds, with an emphasis on asset allocation and risk management. Featured in U.S. News and Business Insider.
Team overview
49 AVG AGE
$88.0M AVG AUM / ADVISOR
$4.2M AVG AUM / CLIENT
10.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
AARON MATHEW WASSENAAR
--
- CRD
- #5343896
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $88,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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