|
⚲
|
| Advanced Retirement Solutions LLC
✚
|
|
|---|---|
| CRD # | 288022 |
| SEC # | 801-126168 |
| CIK # | |
| AUM | $271.9 M (2026-03-24) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 408-691-1115 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 50 | 271.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 50 | 271.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 50 | 271.9 |
| Total | 50 | 271.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 271.9 | |
| Total | 50 | 271.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Teucrium Investment Advisors LLC
✚
|
VT | 0.3 |
|
Reckoner Capital Management LLC
✚
|
NY | 0.3 |
|
Accrued Equities Inc
✚
|
NY | 0.3 |
|
Fairlead Asset Management LLC
✚
|
CT | 0.3 |
|
Baypointe Partners LLC
✚
|
CT | 0.3 |
|
Foundation Energy Management LLC
✚
|
TX | 0.3 |
|
Dunn Capital Management LLC
✚
|
FL | 0.3 |
|
Remora Capital Management LLC
✚
|
TN | 0.3 |
|
Decathlon Capital Management II LLC
✚
|
UT | 0.3 |
|
Retirement Planology Inc
✚
|
VA | 0.3 |