401K ASSIST, LLC

401K ASSIST, LLC is an SEC-registered investment adviser (CRD 289562).

Registration

• CRD: 289562
• Type: Registered investment adviser
• Phone: 714-222-7699
• Latest filing: 2026-01-23
• Clients: 1

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289562 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search