ACTION POINT RETIREMENT GROUP LLC
Firm details
- Headquarters
- ,
- CRD number
- 282058
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans98.64%
- Individuals1.36%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Action Point Retirement Group LLC is a small, owner-operated advisory firm that manages retirement and investment portfolios for high-net-worth individuals, families and a limited number of institutional clients. The firm operates on a fee model that combines a percentage of AUM with fixed fees and delivers discretionary portfolio management alongside educational seminars and workshops. Investment activity is oriented toward equity-heavy portfolios, with the firm using exchange-traded equities as its primary exposure and relying on externally managed vehicles for non-core or less liquid strategies. The adviser is not positioned as an ESG specialist and does not present itself as a multi-state allocator; it focuses on providing direct portfolio management rather than running pooled funds.
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
- Exchange Traded Equities60%
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents2%
Contacts
1 of 1AARON WASSENAAR
Founder & Sr. Financial AdvisorCRD 5343896
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
COPE PRIVATE WEALTH
RIABirmingham, AL
LINDEN WEALTH MANAGEMENT LLC
RIAOAK PARK, IL
SPARTAN CAPITAL MANAGEMENT, LLC
RIATURNING POINT FINANCIAL, INC.
RIACharlotte, NC
CONTEGO CAPITAL GROUP, INC.
RIAEDINA, MN