|
⚲
|
| Retiremitten Financial LLC
✚
|
|
|---|---|
| CRD # | 300779 |
| SEC # | 801-131308 |
| CIK # | |
| AUM | $130.9 M (2025-03-19) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 248-935-0470 |
| Address | 522 N Main St Milford, MI 48381 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 103 | 52.9 |
| (b) Individuals (high net worth individuals) | 47 | 78.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 469 | 130.9 |
| By Discretionary | ||
| Discretionary | 469 | 130.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 469 | 130.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.8 | |
| United States Persons | 125.1 | |
| Total | 469 | 130.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
White & Company Financial Planning Inc
✚
|
WA | 0.1 |
|
Pivot Point Advisors LLC
✚
|
TX | 0.1 |
|
Ssb&T Wealth Management LLC
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|
TX | 0.1 |
|
Olive Branch Capital LLC
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0.1 | |
|
Purpose Comprehensive Wealth Management LLC
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|
0.1 | |
|
Summitas Investment Management LLC
✚
|
0.1 | |
|
Sherman Asset Management Inc
✚
|
CA | 0.1 |
|
Chapman & Chapman Advisors LLC
✚
|
OH | 0.1 |
|
Indfin LLC
✚
|
0.1 | |
|
Polaris Financial Planning LLC
✚
|
0.1 |