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Company: Accelerate Retirement |
Registration No: CFX10842 |
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Address: 120 Vantis Dr., Suite 330, Aliso Viejo, CA, 92656, United States |
View Certificate |
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Web Site: http://www.accelerateretirement.com |
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Registration Type: Investment Advisor Certification |
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Program: Retirement plan advisory services for Defined Contribution and Defined Benefit plans, including ERISA 3(21) Investment Advisory and ERISA 3(38) Investment Manager services. |
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Current Registration Date: 07/19/2025 |
Initial Registration Date: 07/19/2023 |
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Independent Assessment Reports. Click to download and save to your fiduciary file. |
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Registered Sites:
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CEFEX, Centre for Fiduciary Excellence
2 Chatham Center
Pittsburgh, PA 15219
Sales: 866-390-5080
Support: 844-394-9960