POINTOAK RETIREMENT ADVISORS, LLC of MCLEAN, VA is an SEC-registered investment adviser (CRD 314866). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| Darshan Prakash Makim | CHIEF COMPLIANCE OFFICER AND PRESIDENT | — |
| MAKIM DARSHAN PRAKASH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND PRESIDENT | — |