RETIREMENT RESOURCES, LLC
Adviser information for RETIREMENT RESOURCES, LLC last updated from Form ADV on February 27th, 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 |
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Fiscal Year End | DECEMBER |
Legal Location | Michigan, United States |
Employees
Total Number of Employees | 3 |
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Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 3 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 981 | $129.1M |
Non-Discretionary | 0 | $0 |
Total | 981 | $129.1M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 323 | $78.5M |
HNW Individuals | 29 | $50.7M |
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 |
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No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 251-500 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-114202 |
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SEC ERA File Number | 801-114202 |
SEC CIK Numbers | None |
SEC CRD Numbers | 151889 |
Legal Entity Identifier | None |
Principal Office
1625 N OPDYKE RDAUBURN HILLS
MI
United States
Monday - Friday, BY APPOINTMENT
Tel: 877-732-5751, Fax: 248-836-1194
Chief Compliance Officer
DAVID BOIKE, CHFC
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
1625 N OPDYKE RD
AUBURN HILLS
MI
United States
Tel:
877-732-5751
Fax:
248-836-1194
D***@************************G
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BOIKE, DAVID, MARTIN | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 10/2009 | > 75% |