|
⚲
|
| Retirement Resources LLC
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| |
|---|---|
| CRD # | 151889 |
| SEC # | 801-114202 |
| CIK # | |
| AUM | $129.1 MM (2024-02-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 877-732-5751 |
| Address | 1625 N Opdyke Rd Auburn Hills, MI 48326 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 323 | 78.5 |
| (b) Individuals (high net worth individuals) | 29 | 50.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 981 | 129.1 |
| By Discretionary | ||
| Discretionary | 981 | 129.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 981 | 129.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 129.1 | |
| Total | 981 | 129.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Woloshin Investment Management LLC
✚
|
NJ | 0.1 |
|
Littlejohn Financial Services Inc
✚
|
OR | 0.1 |
|
ENZA Financial LLC
✚
|
OH | 0.1 |
|
Sand Creek Capital LLC
✚
|
ID | 0.1 |
|
Flavin Financial Services Inc
✚
|
FL | 0.1 |
|
Financial Freedom for Dentists LLC
✚
|
WA | 0.1 |
|
Sageoak Financial LLC
✚
|
OK | 0.1 |
|
St Bernard Financial Services Inc
✚
|
AR | 0.1 |
|
Teton Wealth Group LLC
✚
|
UT | 0.1 |
|
Blue Water Capital Management LLC
✚
|
NC | 0.1 |