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| Keyboard |
| Retirement Financial Solutions LLC
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|---|---|
| CRD # | 285347 |
| SEC # | 801-123504 |
| CIK # | 0001962532 |
| AUM | 361.7 M (2026-03-20) |
| Employees | 26 (54% Investors, 0% Brokers) |
| Phone | 865-392-4260 |
| Address | 9725 Cogdill Road Knoxville, TN 37932 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Gold Trust Micro | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 721 | 232.3 |
| (b) Individuals (high net worth individuals) | 69 | 125.4 |
| (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 | 4 | 3.2 |
| (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 | 4 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,137 | 361.7 |
| By Discretionary | ||
| Discretionary | 2,137 | 361.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,137 | 361.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 361.7 | |
| Total | 2,137 | 361.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001962532] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
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