RETIREMENT RESEARCHER, LLC
Adviser information for RETIREMENT RESEARCHER, LLC last updated from Form ADV on March 5th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Selection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshopsMEMBERSHIP ACADEMY |
|---|---|
| Compensation | Hourly chargesSubscription feesFixed fees |
Identifiers
| SEC RIA File Number | 801-113858 |
|---|---|
| SEC ERA File Number | 801-113858 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297379 |
| Legal Entity Identifier | None |
Principal Office
1900 GALLOWS ROADSUITE 350
TYSONS
VA
United States
Monday - Friday, 9 A.M. TO 5 P.M.
Tel: 833-828-9811, Fax: 703-556-8628
Websites
www.facebook.com/retirementresearcher/
www.facebook.com/groups/designingyourportfoliodistributionstrategy/
www.facebook.com/groups/retirementresearcherbasecamp/;
m.facebook.com/groups/1657009167711006/?ref=pages_profile_groups_tab
www.facebook.com/groups/1657009167711006
www.tiktok.com/@retirementresearcher
www.instagram.com/retirementresearcher
academy.retirementresearcher.com/
retirementresearcher.com/
twitter.com/rtrmnt_rsrchr
m.youtube.com/channel/ucv558s6ev7dant6zw5vhcaq
www.linkedin.com/company/retirement-researcher
www.wadepfau.com
Chief Compliance Officer
ALEX MURGUIA
1900 GALLOWS ROAD
SUITE 350
TYSONS
VA
United States
Tel:
833-828-9811
Fax:
703-556-8628
A*******@***********************M
(Full email address available in API data)
Industry Affiliates
| INSURANCE AGENCY | Insurance company or agency |
| MCLEAN ASSET MANAGEMENT CORP. | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MURGUIA, ALEJANDRO | Individual | – | MEMBER AND CHIEF COMPLIANCE OFFICER | 03/2018 | 10-25% |
| UMEMOTO, DEAN, TAKAYUKI | Individual | – | MEMBER | 03/2018 | 10-25% |
| PFAU, WADE | Individual | – | MEMBER | 03/2018 | 10-25% |
| FRIEDMAN, PAULA, BONNIE | Individual | – | MEMBER | 03/2018 | 10-25% |
| REVOCABLE TRUST OF ROBERT T FRENCH | Domestic Entity | – | MEMBER | 08/2020 | 10-25% |
| FRENCH, ROBERT, TIMOTHY | Individual | REVOCABLE TRUST OF ROBERT T FRENCH | TRUSTEE | 03/2016 | |
| French, Virginia, Ting-Shu | Individual | REVOCABLE TRUST OF ROBERT T FRENCH | TRUSTEE | 03/2016 |