RIA Intel›Advisers›California›INFLECTION RETIREMENT SERVICES, INC.

INFLECTION RETIREMENT SERVICES, INC.

Advisory

WESTLAKE VILLAGE, CA

Data as of Mar 22, 2026 · Source: SEC Form ADV

Rank in CA

#3,235

of 5,480 advisers by AUM

Average account

$2M

across 37 accounts

AUM per adviser

$21M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 22, 2026.

Total AUM

$62M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$62M

Discretionary AUM$49M

Non-Discretionary AUM$13M

Discretionary %78.7%

Total Clients37

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, TX

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

37 clients

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

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Closest by assets under management. All figures from Form ADV.

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