Accelerate Retirement
Firm details
- Headquarters
- Aliso Viejo, California
- CRD number
- 325859
- Registered since
- April 28, 2023
- Website
- accelerateretirement.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals45.87%
- HNWI36.35%
- Other9.9%
- Pension & Profit Sharing Plans5.83%
- Corporations / Businesses2.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Accelerate Retirement is an independent limited liability company that provides advisory and planning services to individual, family, and institutional clients. The firm is registered with the SEC (registered in 2023) and operates as an investment adviser alongside insurance brokerage activity. Its service set includes financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and educational seminars/workshops. Fee arrangements span percentage-of-AUM charges as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities18%
- Cash & Cash Equivalents12%
- State & Local Bonds3%
- Other3%
Owners & executives
2 of 2
Ron Kirkpatrick
CEO & PresidentCRD 4090449
Stacy Howell-pereira
Chief Compliance OfficerCRD 5191943
Contacts
3 of 31
Sophois Sokhom
Managing DirectorCRD 5887039
Lloyd Engleman
Managing DirectorCRD 4168322
Glenn Cassidy
Managing DirectorCRD 4193108
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$165M in ETFs
57%
$94.4M
11%
$70.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $24M | 273,416 | 14.60% |
Location
Aliso Viejo, CA
Orange
Location
Aliso Viejo, CA
Headquartered in Aliso Viejo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 120 Vantis Dr
- Time zone
- PT (UTC-8)
- Office locations
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