$1.1B Total AUM
$11.9M Disc. AUM
73.7% 3Y CAGR
3 Employees
103 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- ADP · Charles Schwab & Company · Principal · Transamerica
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-02-2021
- Office Locations
- 2
Office Locations
1751 Pinnacle DR STE 600 Mclean VA
-- Silver Spring MD
About Pointoak Retirement Advisors
PointOak Retirement Advisors is a retirement plan consulting and RIA firm helping employer plan sponsors and fiduciaries improve outcomes for employees. Services span fiduciary guidance, plan benchmarking, provider analysis/selection, plan design, and participant education. The team focuses on investment due diligence, including target date fund consulting, to support informed committee decisions and reduce fiduciary risk.
Team overview
-- AVG AGE
$359.7M AVG AUM / ADVISOR
$10.5M AVG AUM / CLIENT
2.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
D
DARSHAN PRAKASH MAKIM
Chief Compliance Officer, Founder, President
- CRD
- #5043274
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
Mark Kevin Smith
--
- CRD
- #3046250
Available
Available
Available
T
TAYLOR OWEN WALL
--
- CRD
- #5619706
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,893,329 | $349,804 |
| Non-Discretionary | $1,067,097,458 | $12,856,596 |
| Total | $1,078,990,787 | $9,222,143 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing