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|
| Keyboard |
| Retirement Resources Investment Corporation
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|
|---|---|
| CRD # | 47723 |
| SEC # | 801-64658 |
| CIK # | |
| AUM | 2,444.6 M (2026-04-28) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 978-536-9000 |
| Address | 10 New England Business Center Drive Andover, MA 01810 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 0.0 |
| (b) Individuals (high net worth individuals) | 48 | 0.1 |
| (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 | 31 | 2.3 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 299 | 2.4 |
| By Discretionary | ||
| Discretionary | 216 | 0.1 |
| Non-Discretionary | 83 | 2.3 |
| Total | 299 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 299 | 2.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
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|
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|
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|
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|
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TN | 2,448.3 M |
|
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|
CO | 2,444.3 M |
|
Guyasuta Investment Advisors Incorporated
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|
PA | 2,437.5 M |
|
Manitou Investment Management Ltd
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|
2,422.3 M | |
|
Traynor Capital Management Inc
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|
PA | 2,420.6 M |