ADVANCED RETIREMENT SOLUTIONS, LLC
Adviser information for ADVANCED RETIREMENT SOLUTIONS, LLC last updated from Form ADV on February 21st, 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 | California, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 44 | $196.1M |
| Total | 44 | $196.1M |
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 | 44 | $196.1M |
| 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 | Pension consulting services |
|---|---|
| Compensation | Fixed feesFEES FOR PENSION CONSULTING SERVICES |
Identifiers
| SEC RIA File Number | 801-126168 |
|---|---|
| SEC ERA File Number | 801-126168 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 288022 |
| Legal Entity Identifier | None |
Principal Office
904 SAPPHIRE COURTSAN JOSE
CA
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 408-691-1115, Fax: 408-300-9368
Chief Compliance Officer
JEFFREY JUSTI
MANAGING MEMBER
904 SAPPHIRE COURT
SAN JOSE
CA
United States
Tel:
408-691-1115
Fax:
408-300-9368
J***@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JUSTI, JEFFREY, MICHAEL | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 09/2012 | > 75% |