|
⚲
|
| Keyboard |
| Retirement Income Solutions Inc
✚
|
|
|---|---|
| CRD # | 110145 |
| SEC # | 801-71319 |
| CIK # | 0001730386 |
| AUM | 2,972.4 M (2026-05-13) |
| Employees | 26 (50% Investors, 0% Brokers) |
| Phone | 734-769-7727 |
| Address | 2301 Platt Road Ann Arbor, MI 48104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| World Currency Gold Trust | 0.0 | ||
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 396 | 0.2 |
| (b) Individuals (high net worth individuals) | 869 | 2.8 |
| (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 | 5 | 0.0 |
| (h) Charitable organizations | 2 | 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 | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,274 | 3.0 |
| By Discretionary | ||
| Discretionary | 1,274 | 3.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,274 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 1,274 | 3.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001730386] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Larch Capital Partners LLC
✚
|
FL | 2,997.3 M |
|
MMBG Investment Advisors Co
✚
|
FL | 2,983.7 M |
|
Fairway Wealth LLC
✚
|
OH | 2,977.2 M |
|
NFJ Investment Group LLC
✚
|
TX | 2,976.4 M |
|
Nutter Investment Advisors Limited Partnership
✚
|
MA | 2,963.3 M |
|
SFMG LLC
✚
|
TX | 2,957.0 M |
|
Resonant Capital Advisors LLC
✚
|
WI | 2,955.1 M |
|
Birch Hill Investment Advisors LLC
✚
|
MA | 2,947.3 M |
|
SJS Investment Consulting Inc
✚
|
OH | 2,937.1 M |
|
Asset Dedication LLC
✚
|
CA | 2,932.9 M |