Pointoak Retirement Advisors, VA — Investment Adviser | BuildTrust

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POINTOAK RETIREMENT ADVISORS

Investment AdviceMCLEAN, VA

Assets Under Management

$818.7M

Total AUM

Donut chart: Discretionary 7.7M, Non-Discretionary 811.0M
Category	Value
Discretionary	7.7M
Non-Discretionary	811.0M

Adviser Information

Field	Value
CRD Number	314866
SEC Number	801-122008
Street Address	1751 PINNACLE DR
Street Address 2	STE 600
Location	MCLEAN, VA 22102
Country	United States
Phone	703-595-4444
Total Employees	3

Client Count by Type (92 Total)

Horizontal bar chart: Pension/Profit Sharing Pl… 80, Individuals (other than H… 12
Category	Value
Pension/Profit Sharing Pl…	80
Individuals (other than H…	12