ACCELERATE RETIREMENT
ACCELERATE INVESTMENT ADVISORS LLC Legal Name
Adviser information for ACCELERATE RETIREMENT last updated from Form ADV on February 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 19 |
|---|---|
| Investment Advisory/Research | 17 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 17 |
| Licensed Agents of an Insurance Company | 9 |
| No. of Firms/People that Solicit Clients | 7 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 261 | $74.7M |
| Non-Discretionary | 103 | $29.3M |
| Total | 364 | $104.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 181 | $43.2M |
| HNW Individuals | 19 | $37.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 280 | $12.5M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $2.9M |
| Other | 15 | $7.4M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 280 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-127772 |
|---|---|
| SEC ERA File Number | 801-127772 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325859 |
| Legal Entity Identifier | None |
Principal Office
120 VANTIS DR., SUITE 330ALISO VIEJO
CA
United States
Monday - Friday, 7:30AM TO 4:30PM
Tel: 888-439-7071, Fax: (949) 629-3226
Websites
twitter.com/accelretire
www.linkedin.com/company/accelerateretirement
vpisfinancial.com/corporate-retirement/
accelerateretirement.com
www.friedrichfinancial.net/
www.linkedin.com/company/friedrich-financial/about/
www.linkedin.com/company/alkeme-insurance/
www.linkedin.com/company/omni360retirement/
www.jonathanwhitecpa.com/
www.totalbenefitsca.com/
www.linkedin.com/company/totalbenefitsca/
Chief Compliance Officer
BRENT P. NICKS
120 VANTIS DRIVE
SUITE 330
ALISO VIEJO
CA
United States
Tel:
(334) 500-4817
B**********@************M
(Full email address available in API data)
Regulatory Contact
CHRIS GIOVINAZZO
PRINCIPAL
120 VANTIS DRIVE
SUITE 330
ALISO VIEJO
CA
United States
Tel:
(949) 860-7575
C***************@***********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GIOVINAZZO, CHRISTOPHER, M | Individual | – | CEO | 03/2023 | < 5% |
| NICKS, BRENT, PATRICK | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2023 | < 5% |
| ACCELERATE INVESTMENT ADVISORS LLC | Domestic Entity | – | OWNER/MANAGING MEMBER | 03/2023 | > 75% |
| GIOVINAZZO, CHRISTOPHER, M | Individual | ACCELERATE INVESTMENT ADVISORS LLC | OWNER/MANAGING MEMBER | 03/2023 | > 75% |