RETIREMENT FUND MANAGEMENT
RETIREMENT FUND MANAGEMENT, LLC Legal Name
Adviser information for RETIREMENT FUND MANAGEMENT last updated from Form ADV on March 25th, 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 | Georgia, United States |
Employees
Total Number of Employees | 4 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 0 | $0 |
Non-Discretionary | 10 | $692.5M |
Total | 10 | $692.5M |
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 | 10 | $692.5M |
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 | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesFUND RESEARCH FOR REGISTERED INVESTMENT ADVISERS |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-69594 |
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SEC ERA File Number | 801-69594 |
SEC CIK Numbers | None |
SEC CRD Numbers | 126573 |
Legal Entity Identifier | None |
Principal Office
FIVE CONCOURSE PARKWAYSUITE 3000
ATLANTA
GA
United States
BY APPOINTMENT ONLY, SEE SECTION 1.L., SCHEDULE D
Tel: 770-399-8803, Fax: None
Chief Compliance Officer
MARK MCCOY
FOUNDER & PRESIDENT
FIVE CONCOURSE PARKWAY
SUITE 3000
ATLANTA
GA
United States
Tel:
770-399-8803
Fax:
770-573-3808
M*********@**********M
(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 |
---|---|---|---|---|---|
MCCOY, MARK, EDWARD | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, PRESIDENT | 11/1995 | > 75% |
McCoy, Anne, Bailey | Individual | – | SECRETARY | 11/1995 | < 5% |