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| Specialized Retirement Consultants LLC
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|---|---|
| CRD # | 317027 |
| SEC # | 801-127777 |
| CIK # | |
| AUM | 166.6 M (2026-02-23) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 906-236-5500 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 0.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 3 | 166.3 |
| (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 | 5 | 166.6 |
| By Discretionary | ||
| Discretionary | 2 | 0.3 |
| Non-Discretionary | 3 | 166.3 |
| Total | 5 | 166.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.6 | |
| Total | 5 | 166.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Town Capital LLC
✚
|
MD | 168.8 M |
|
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
✚
|
CA | 167.0 M |
|
Retirement Resources LLC
✚
|
MI | 166.1 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 |