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| Reservoir Retirement Management LLC
✚
| |
|---|---|
| CRD # | 293131 |
| SEC # | 801-122212 |
| CIK # | |
| AUM | $151.6 MM (2024-02-02) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 567-289-2100 |
| Address | 2100 Lost Creek Boulevard Lima, OH 45804 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 351 | 45.5 |
| (b) Individuals (high net worth individuals) | 84 | 76.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 22.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 7.6 |
| (n) Other | 0 | 0.0 |
| Total | 868 | 151.6 |
| By Discretionary | ||
| Discretionary | 684 | 129.4 |
| Non-Discretionary | 184 | 22.2 |
| Total | 868 | 151.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.6 | |
| Total | 868 | 151.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cramer & Rauchegger Inc
✚
|
FL | 0.2 |
|
Spectrum Planning & Advisory Services Inc
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|
CA | 0.2 |
|
Arbor Private Wealth LLC
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VA | 0.2 |
|
Westbourne Investments Inc
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VA | 0.2 |
|
Parkworth Wealth Management Inc
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CA | 0.2 |
|
Shaffer Capital Advisers LLC
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OH | 0.2 |
|
Colman Knight Advisory Group LLC
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MA | 0.2 |
|
Broadwater Capital Management LLC
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|
MA | 0.2 |
|
Pinnacle Portfolio Advisors LLC
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ID | 0.2 |
|
Gates PASS Advisors LLC
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|
CA | 0.2 |