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| Keyboard |
| Retirement Resources LLC
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|---|---|
| CRD # | 151889 |
| SEC # | 801-114202 |
| CIK # | |
| AUM | 166.1 M (2026-03-04) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 877-732-5751 |
| Address | 1625 N Opdyke Rd Auburn Hills, MI 48326 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 356 | 80.7 |
| (b) Individuals (high net worth individuals) | 35 | 85.5 |
| (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 | 921 | 166.1 |
| By Discretionary | ||
| Discretionary | 921 | 166.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 921 | 166.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.1 | |
| Total | 921 | 166.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Stewardship Capital Ltd
✚
|
MO | 168.4 M |
|
Boyd Capital Management LLC
✚
|
NY | 168.3 M |
|
The ETF Store Inc
✚
|
KS | 168.2 M |
|
Boyer Financial Services Inc
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|
CA | 167.0 M |
|
Specialized Retirement Consultants LLC
✚
|
166.6 M | |
|
Effective Assets Inc
✚
|
165.1 M | |
|
Breachway Investments LLC
✚
|
RI | 164.9 M |
|
Bridgeway Wealth Management LLC
✚
|
IA | 164.6 M |
|
Black Barn Financial LLC
✚
|
TX | 164.6 M |
|
Naples Money Management LLC
✚
|
FL | 164.4 M |