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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Specialized Retirement Consultants LLC
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|---|---|
| CRD # | 317027 |
| SEC # | 801-127777 |
| CIK # | |
| AUM | $166.6 M (2025-03-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 906-236-5500 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 0.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 166.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 166.6 |
| By Discretionary | ||
| Discretionary | 2 | 0.3 |
| Non-Discretionary | 3 | 166.3 |
| Total | 5 | 166.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.6 | |
| Total | 5 | 166.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Winthrop Partners - WNY LLC
✚
|
NY | 0.2 |
|
Vincimus Capital LLC
✚
|
CA | 0.2 |
|
Eastsound Capital Advisors LLC
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|
0.2 | |
|
Invisor Financial LLC
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|
KS | 0.2 |
|
Montgomery Financial Services LLC
✚
|
MD | 0.2 |
|
First Citizens Asset Management Inc
✚
|
NC | 0.2 |
|
Valued Retirements Inc
✚
|
TX | 0.2 |
|
Peterson Rogers Private Wealth LLC
✚
|
UT | 0.2 |
|
Woloshin Investment Management LLC
✚
|
NJ | 0.2 |
|
Teton Wealth Group LLC
✚
|
UT | 0.2 |