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| Retirement Resources Investment Corporation
✚
|
|
|---|---|
| CRD # | 47723 |
| SEC # | 801-64658 |
| CIK # | |
| AUM | $2.0 B (2025-04-17) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 978-536-9000 |
| Address | 100 Corporate Place Peabody, MA 01960 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 24.1 |
| (b) Individuals (high net worth individuals) | 49 | 117.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 29 | 1,850.3 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 290 | 1,992.3 |
| By Discretionary | ||
| Discretionary | 210 | 126.8 |
| Non-Discretionary | 80 | 1,865.5 |
| Total | 290 | 1,992.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,992.3 | |
| Total | 290 | 1,992.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Comperio Retirement Consulting Inc
✚
|
NC | 2.0 |
|
Manitou Investment Management Ltd
✚
|
2.0 | |
|
Smith Moore & Co
✚
|
MO | 2.0 |
|
Avendus Wealth Management Private Limited
✚
|
2.0 | |
|
Washington Trust Advisors Inc
✚
|
MA | 2.0 |
|
W1M Wealth Management Limited
✚
|
2.0 | |
|
YHB Investment Advisors Inc
✚
|
CT | 2.0 |
|
BSW Wealth Partners Inc A Public Benefit Corporation
✚
|
CO | 2.0 |
|
Cable Hill Partners LLC
✚
|
OR | 2.0 |
|
Marks Group Wealth Management Inc
✚
|
MN | 2.0 |