Overview
Assets Under Management: $491 million
High-Net-Worth Clients: 39
Average Client Assets: $5.0 million
Frequently Asked Questions
INFLECTION FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309631), INFLECTION FINANCIAL is subject to fiduciary duty under federal law.
INFLECTION FINANCIAL serves 39 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, INFLECTION FINANCIAL offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
INFLECTION FINANCIAL manages $491 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, INFLECTION FINANCIAL serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.73%
Average Client Assets: $5.0 million
Total Client Accounts: 256
Discretionary Accounts: 246
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 309631
Filing ID: 2084752
Last Filing Date: 2026-03-31 07:11:15