RIA Intel›Advisers›California›401K ENGINEERS INC.

401K ENGINEERS INC.

Advisory

TRACY, CA

Data as of Jun 9, 2026 · Source: SEC Form ADV

Rank in CA

#3,554

of 5,480 advisers by AUM

Average account

$250K

across 181 accounts

AUM per adviser

$45M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 9, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients182

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

182 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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