401K AND MORE

401K AND MORE is an SEC-registered investment adviser (CRD 284178). Regulatory assets under management: $2.3M.

Registration

• CRD: 284178
• Type: Registered investment adviser
• Phone: 703-300-1045
• Latest filing: 2025-05-15
• Regulatory AUM: $2.3M
• Discretionary AUM: $2.3M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284178 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search