# INFLECTION RETIREMENT SERVICES

INFLECTION RETIREMENT SERVICES of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 312680
- Type: SEC-registered investment adviser
- Location: 2945 TOWNSGATE RD, WESTLAKE VILLAGE, CA, 91361
- Phone: 424-410-8410
- Latest filing: 2026-03-22
- Regulatory AUM: $62.0M
- Discretionary AUM: $48.8M
- Non-discretionary AUM: $13.2M
- Clients: 4
- Accounts: 37

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312680/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312680/similar
- Related entities: https://search.stillhousedata.com/firm/312680/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312680

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.