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 MGMT12 TWELVE POINTS WEALTH MGT11 TWELVE POINTS RETIREMENT ADVISORS1 TWELVE POINTS WEALTH1

SERVICES PROVIDED

Investment manager1

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Plans served

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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