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 registered investment advisor organized as an LLC and registered with the SEC in 2023. The firm serves a mix of individual, family and institutional clients and bills on a percentage-of-AUM basis alongside hourly and fixed fees. Its service set spans financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and educational workshops; the firm also operates as an insurance broker. Accelerate Retirement is not identified as an active ESG investor.
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
1 of 1RON KIRKPATRICK
CEO & PresidentCRD 4090449
Contacts
3 of 30BRIAN BRUMMELL
Managing DirectorCRD 3087263
ERIC CARLSON
Managing DirectorCRD 6148345
GLENN CASSIDY
Managing DirectorCRD 4193108
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$143M in ETFs
58%
$82M
10%
$60.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $21.6M | 281,739 | 15.11% |
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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