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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bill Losey Retirement Solutions LLC
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|---|---|
| CRD # | 140731 |
| SEC # | 801-78201 |
| CIK # | |
| AUM | $37.3 M (2025-01-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 518-855-4065 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 16.7 |
| (b) Individuals (high net worth individuals) | 11 | 20.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 110 | 37.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 110 | 37.3 |
| Total | 110 | 37.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 37.3 | |
| Total | 110 | 37.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Secure Investment Management LLC
✚
|
AZ | 0.0 |
|
Trowbridge Capital Partners LLC
✚
|
0.0 | |
|
Arrival Capital Management LLC
✚
|
NY | 0.0 |
|
Rosci Lamb LLC
✚
|
NY | 0.0 |
|
FG Advisory Services LLC
✚
|
0.0 | |
|
O'Brien Capital Management Inc
✚
|
NY | 0.0 |
|
Qapital Invest LLC
✚
|
NY | 0.0 |
|
Four Points Advisors LLC
✚
|
NY | 0.0 |
|
Sabbia Faro Wealth Management LLC
✚
|
0.0 | |
|
Pushkin Advisory Group LLC
✚
|
FL | 0.0 |