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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Retirement Income Solutions Inc
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|---|---|
| CRD # | 110145 |
| SEC # | 801-71319 |
| CIK # | 0001730386 |
| AUM | $2.7 B (2025-03-27) |
| Employees | 25 (48% Investors, 0% Brokers) |
| Phone | 734-769-7727 |
| Address | 2301 Platt Road Ann Arbor, MI 48104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| World Currency Gold Trust | 0.0 | ||
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 460 | 0.2 |
| (b) Individuals (high net worth individuals) | 797 | 2.4 |
| (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 | 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 | 1,268 | 2.7 |
| By Discretionary | ||
| Discretionary | 1,268 | 2.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,268 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 1,268 | 2.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001730386] |
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|---|---|---|
|
Chilton Capital Management LLC
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|
TX | 2.7 |
|
Brick Capital Management Inc
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MI | 2.7 |
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Thompson Investment Management Inc
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WI | 2.7 |
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Principle Wealth Partners LLC
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CT | 2.7 |
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Leo Wealth LLC
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TX | 2.7 |
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Birch Hill Investment Advisors LLC
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MA | 2.7 |
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Girard Advisory Services LLC
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PA | 2.7 |
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Kellogg Asset Management LLC
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WI | 2.7 |
|
Argos Capital Partners LLC
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MO | 2.6 |
|
American Capital Management Inc
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NY | 2.6 |