| Name | Title | Ownership | Since |
|---|---|---|---|
| William Albert Losey Control | Principal & Managing Partner & Chief Compliance Officer | Over 75% | 2005 |
Bill Losey Retirement Solutions, LLC reports $37.3 million in regulatory assets under management on its Form ADV.
Bill Losey Retirement Solutions, LLC reports 1 employees.
Bill Losey Retirement Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 518-708-9925 |
| Office hours | 9:00 a.m. To 4:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $37.3M |
| Total (RAUM) | $37.3M |