|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Retirement Income Strategies LLC
✚
|
|
|---|---|
| CRD # | 318052 |
| SEC # | 801-123370 |
| CIK # | |
| AUM | $154.6 M (2025-03-03) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 608-208-1800 |
| Address | 7 East Main Street Evansville, WI 53536 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 364 | 153.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 1.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 937 | 154.6 |
| By Discretionary | ||
| Discretionary | 920 | 148.0 |
| Non-Discretionary | 17 | 6.6 |
| Total | 937 | 154.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.6 | |
| Total | 937 | 154.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
WJ Financial Advisors LLC
✚
|
CT | 0.2 |
|
Authentikos Wealth Advisory LLC
✚
|
CA | 0.2 |
|
Bey-Douglas LLC
✚
|
GA | 0.2 |
|
Hillspring Financial Inc
✚
|
AZ | 0.2 |
|
Marathon Mission Inc
✚
|
NY | 0.2 |
|
Alvin Clay Financial Advisors LLC
✚
|
PA | 0.2 |
|
Kennon-Green & Company LLC
✚
|
OH | 0.2 |
|
Advocate Investing Services LLC
✚
|
MD | 0.2 |
|
TFG Financial Advisors LLC
✚
|
FL | 0.2 |
|
Hollingsworth Avent Averre & Purvis PA
✚
|
NC | 0.2 |