ACCELERATE RETIREMENT - Financial Advisor in California, Aliso Viejo

Tel: 888-439-7071 120 Vantis Dr., Suite 330 Aliso Viejo, California 92656

About ACCELERATE RETIREMENT

ACCELERATE RETIREMENT is a Aliso Viejo, California based financial advisory firm with nearly $242,848,720 in assets under management and provides investment advisory services for 704 clients. There are currently 36 financial advisors at the firm.

General Information

Firm CRD#:

325859

Firm SEC#:

801-127772

Assets Under Management:

$242,848,720

No. of Clients:

704

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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AUM:$0

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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801-66107

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219

$96,454,495,427

FLEXPATH STRATEGIES

174306

801-80914

902

$65,973,486,697

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801-110377

$1,918,601,861

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153256

801-71212

2012

$1,108,209,677

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$1,040,000,000

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Not Disclosed

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