401K ENGINEERS INC.

401K ENGINEERS INC. of TRACY, CA is an SEC-registered investment adviser (CRD 309129). Regulatory assets under management: $45.3M.

Registration

• CRD: 309129
• Type: Registered investment adviser
• Location: 120 E 12TH ST, TRACY, CA, 95376
• Phone: 916-600-1892
• Latest filing: 2026-06-09
• Regulatory AUM: $45.3M
• Discretionary AUM: $45.3M
• Clients: 1
• Accounts: 181

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309129 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search