Accelerate Retirement

RIASEC RegisteredEst. 2023
Total AUM
$315M
Discretionary
$271M
86% of AUM
Avg account
$348K
Accounts
905
Employees
40
Advisory reps
32

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

FINTRX

Overview

Accelerate Retirement operates as an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves both individual and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and educational seminars or workshops. It also maintains an insurance brokerage capability. Fee arrangements include percentage-of-AUM charges alongside hourly and fixed-fee engagements. The firm does not position itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Exchange Traded Equities 18%, Cash & Cash Equivalents 12%, State & Local Bonds 3%, Other 3%, Investment Grade Corp Bonds 2%, US Government Bonds 1%, Private Funds 1%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities18%
  • Cash & Cash Equivalents12%
  • State & Local Bonds3%
  • Other3%

Owners & executives

2 of 2
  • Ron Kirkpatrick

    Ron Kirkpatrick

    CEO & PresidentCRD 4090449

  • Stacy Howell-pereira

    Chief Compliance OfficerCRD 5191943

Contacts

3 of 30
  • Sophois Sokhom

    Sophois Sokhom

    Managing DirectorCRD 5887039

  • Lloyd Engleman

    Lloyd Engleman

    Managing DirectorCRD 4168322

  • Glenn Cassidy

    Glenn Cassidy

    Managing DirectorCRD 4193108

Unlock 27 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 100

Active vs passive

$165M in ETFs

Passive

57%

$94.5M

Active

11%

$70.4M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$24M273,41614.57%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth