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| Reservoir Retirement Management LLC
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|
|---|---|
| CRD # | 293131 |
| SEC # | 801-122212 |
| CIK # | |
| AUM | $176.0 M (2025-02-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 567-289-2100 |
| Address | 2100 Lost Creek Boulevard Lima, OH 45804 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 344 | 48.1 |
| (b) Individuals (high net worth individuals) | 90 | 94.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 26.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 7.6 |
| (n) Other | 0 | 0.0 |
| Total | 895 | 176.0 |
| By Discretionary | ||
| Discretionary | 716 | 150.5 |
| Non-Discretionary | 179 | 25.5 |
| Total | 895 | 176.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.0 | |
| Total | 895 | 176.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beacon Capital LLC
✚
|
IA | 0.2 |
|
Blalock Williams LLC
✚
|
AL | 0.2 |
|
Pacifica Wealth Advisors Inc
✚
|
0.2 | |
|
D M Brenner Inc
✚
|
CA | 0.2 |
|
Matriarch Wealth Management LLC
✚
|
0.2 | |
|
Mtier Capital LLC
✚
|
0.2 | |
|
Aegis Wealth Management Inc
✚
|
IA | 0.2 |
|
Meadowbrook Investment Advisors LLC
✚
|
MI | 0.2 |
|
Prospect Financial Group LLC
✚
|
0.2 | |
|
W&S Brokerage Services Inc
✚
|
OH | 0.2 |