|
⚲
|
| Retirement Resources LLC
✚
|
|
|---|---|
| CRD # | 151889 |
| SEC # | 801-114202 |
| CIK # | |
| AUM | $118.5 MM (2023-02-13) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 877-732-5751 |
| Address | 1625 N Opdyke Rd Auburn Hills, MI 48326 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 332 | 70.6 |
| (b) Individuals (high net worth individuals) | 29 | 47.9 |
| (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 | 0 | 0.0 |
| (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 | 1,047 | 118.5 |
| By Discretionary | ||
| Discretionary | 1,047 | 118.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,047 | 118.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.5 | |
| Total | 1,047 | 118.5 |
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