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| Bill Losey Retirement Solutions LLC
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|
|---|---|
| CRD # | 140731 |
| SEC # | 801-78201 |
| CIK # | |
| AUM | $35.5 MM (2023-02-06) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 518-855-4065 |
| Address | 2158 State Route 29 Greenwich, NY 12834 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 17.1 |
| (b) Individuals (high net worth individuals) | 11 | 18.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 117 | 35.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 117 | 35.5 |
| Total | 117 | 35.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 35.5 | |
| Total | 117 | 35.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Parlin Advisors LLC
✚
|
NY | 0.0 |
|
Anchor Capital Management LLC
✚
|
NY | 0.0 |
|
J Mandwelle Capital Strategies LLC
✚
|
NY | 0.0 |
|
Secure Investment Management LLC
✚
|
AZ | 0.0 |
|
New Amsterdam Wealth Planning
✚
|
NY | 0.0 |
|
Beck Asset Management AG
✚
|
0.0 | |
|
Wellington-Altus USA Inc
✚
|
0.0 | |
|
RSD Advisors LLC
✚
|
NY | 0.0 |
|
Qapital Invest LLC
✚
|
NY | 0.0 |
|
FBD Asset Mgmt LLC
✚
|
MN | 0.0 |