INFLECTION RETIREMENT SERVICES

INFLECTION RETIREMENT SERVICES of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 312680). Regulatory assets under management: $62.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 312680
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312680 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search