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ACTION POINT RETIREMENT GROUP LLC

CRD 282058

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$88.0M

Discretionary AUM

$88.0M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

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Services

Portfolio management (individuals)Portfolio management (institutions)Educational seminars

Client types

TypeClientsAUM
Individuals10$1.2M
Pension/profit sharing plans11$86.8M

All web addresses on file

Official SEC filing: View on IAPD