401K ENGINEERS INC.

Overview

401k Engineers Inc. is a small, privately held corporate advisory firm that combines insurance brokerage services with fee-based portfolio management for individuals and small businesses. The firm bills clients on a percentage-of-AUM basis and also provides pension consulting support. Its client mix includes both individual & family households and institutional relationships. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.

Assets & Accounts

Investments & Alternatives