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Retirement Fund Management, LLC

● SEC registered since 2008CRD 126573SEC# 801-69594Atlanta, GA
Export (members)
Reg. AUM
$712.1M
Employees
4
Accounts
10
Location
Atlanta, GA

Retirement Fund Management, LLC assets under management

Retirement Fund Management, LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2008. It reports $712.1 million in regulatory assets under management and employs 4 people.

Retirement Fund Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Anne Bailey McCoy ControlSecretaryUnder 5%1995
Mark Edward McCoy ControlManaging Member, Chief Compliance Officer, PresidentOver 75%1995

Frequently asked questions

How much does Retirement Fund Management, LLC manage?

Retirement Fund Management, LLC reports $712.1 million in regulatory assets under management on its Form ADV.

How many employees does Retirement Fund Management, LLC have?

Retirement Fund Management, LLC reports 4 employees.

Where is Retirement Fund Management, LLC located?

Retirement Fund Management, LLC is based in Atlanta, GA and has been SEC-registered since 2008.

Does Retirement Fund Management, LLC disclose fund performance?

Retirement Fund Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressFive Concourse Parkway, Suite 3000, Atlanta, GA 30328-7106
Phone770-399-8803
Office hoursSee Section 1.L., Schedule D
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$712.1M
Total (RAUM)$712.1M