Inflection Retirement Services

RIASEC Registered

Total AUM

$71.9M

Discretionary

$56.2M

78% of AUM

Avg account

$1.9M

Accounts

38

Employees

4

Advisory reps

4

Firm details

Headquarters: Camarillo, California
CRD number: 312680
Website: inflectionretirement.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans100%
Services: Portfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Inflection Retirement Services is an individually owned corporate RIA that positions itself as an institutional capital allocator while also engaging in insurance brokerage. The firm charges clients on an asset-based fee and through fixed fees. Its advisory menu includes portfolio management for individuals and small businesses, pension consulting services, delegating and selecting other advisers, and running educational seminars and workshops. The firm is not identified as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds100%

Contacts

3 of 4

Gregory Karis
FounderCRD 6336167
Don Ivey
Regional Vice PresidentCRD 6158779
Katia Kin
Client Service AssociateCRD 7546916

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Camarillo, CA

Ventura

Location

Camarillo, CA

Headquartered in Camarillo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area: Los Angeles-Long Beach, CA
Region: West
County: Ventura
Address: 1203 Flynn Rd
Time zone: PT (UTC-8)
Office locations

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