Twelve Points Retirement Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

342

Total plan assets

$27.1M

Filings (rows)

Direct comp

$56K

Indirect comp

Showing only "TWELVE POINTS RETIREMENT ADVISORS"

View all 6 variants aggregated →

TWELVE POINTS WEALTH MANAGEMENT26 TWELVE POINTS WEALTH MANAGEMENT LL17 TWELVE POINTS WEALTH MGMT13 TWELVE POINTS WEALTH MGT12 TWELVE POINTS WEALTH1 TWELVE POINTS RETIREMENT ADVISORS1

SERVICES PROVIDED

Investment manager1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Kelvin Group Co Kelvin Group 401(k) Plan · all filings	WILMINGTON, MA	Investment manager	342	$27.1M	$56K	$0