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| Retirement Income Solutions Inc
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| |
|---|---|
| CRD # | 110145 |
| SEC # | 801-71319 |
| CIK # | 0001730386 |
| AUM | $2.4 BB (2024-06-27) |
| Employees | 23 (52% Investors, 0% Brokers) |
| Phone | 734-769-7727 |
| Address | 2301 Platt Road Ann Arbor, MI 48104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001730386 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| World Currency Gold Trust | 0.0 | ||
| Apple Inc | 2,382.8 | 0.0 | |
| Amazon Com Inc | 1,093.0 | 0.0 | |
| Microsoft Corp | 1,918.2 | 0.0 | |
| Lilly Eli & Co | 301.8 | 0.0 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 507 | 0.3 |
| (b) Individuals (high net worth individuals) | 748 | 2.2 |
| (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 | 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 | 1,267 | 2.4 |
| By Discretionary | ||
| Discretionary | 1,267 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,267 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 1,267 | 2.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001730386] |
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