Pointoak Retirement Advisors

Pointoak Retirement Advisors (CRD# 314866) is a financial advisory firm headquartered in Mclean, VA. They manage $270,873,874 in 72 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1751 Pinnacle Dr, Ste 600, Mclean, VA 22102
https://www.linkedin.com/company/pointoak/
By the Numbers
  • Total Assets Under Management
    271
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $3,762,137
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, MD, NE, VA

Financial Advisors at Pointoak Retirement Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Darshan Makim, financial advisor Mclean VA
Darshan P. Makim
CRD#: 5043274
1751 Pinnacle Dr, Ste 600, Mclean, VA 22102

Darshan Makim (CRD# 5043274) is an Investment Advisor Representative working at Pointoak Retirement Advisors in Mclean, VA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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