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Retirement Income Solutions, Inc.

● SEC registered since 2010CRD 110145SEC# 801-71319Ann Arbor, MI
Export (members)
Reg. AUM
$2.66B
Employees
25
Accounts
1,268
Location
Ann Arbor, MI

Retirement Income Solutions, Inc. assets under management

Retirement Income Solutions, Inc. is an investment advisory firm registered with the SEC based in Ann Arbor, MI. The firm has been registered since 2010. It reports $2.7 billion in regulatory assets under management and employs 25 people.
www.linkedin.com/company/retirement-income-solutionsView on SEC.gov ↗

Retirement Income Solutions, Inc. owners & executives

8 reported
NameTitleOwnershipSince
Amy Kim Holzer ControlChief Operating OfficerUnder 5%2021
Brock Elliot Hastie ControlManaging Partner25-50%2012
Evan Christopher LeroyShareholder5-10%2023
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Frequently asked questions

How much does Retirement Income Solutions, Inc. manage?

Retirement Income Solutions, Inc. reports $2.7 billion in regulatory assets under management on its Form ADV.

How many employees does Retirement Income Solutions, Inc. have?

Retirement Income Solutions, Inc. reports 25 employees.

Where is Retirement Income Solutions, Inc. located?

Retirement Income Solutions, Inc. is based in Ann Arbor, MI and has been SEC-registered since 2010.

Does Retirement Income Solutions, Inc. disclose fund performance?

Retirement Income Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2301 Platt Road, Suite 300, Ann Arbor, MI 48104
Phone734-769-7727
Fax734-662-6680
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1730386
Discloses disciplinary historyNo

Assets under management

Discretionary$2.66B
Non-discretionary$0
Total (RAUM)$2.66B