ACTION POINT RETIREMENT GROUP LLC

ACTION POINT RETIREMENT GROUP LLC is an SEC-registered investment adviser (CRD 282058). Regulatory assets under management: $88.0M.

Registration

• CRD: 282058
• Type: Registered investment adviser
• Phone: 616-622-3074
• Latest filing: 2026-03-26
• Regulatory AUM: $88.0M
• Discretionary AUM: $88.0M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282058 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search