| Name | Title | Ownership | Since |
|---|---|---|---|
| James Franklin Phillips Control | Vice President | Under 5% | 2022 |
| Patrick P McGinn Control | President And Chief Compliance Officer | Over 75% | 2022 |
Retirement Resources Investment Corporation reports $2 billion in regulatory assets under management on its Form ADV.
Retirement Resources Investment Corporation reports 7 employees.
Retirement Resources Investment Corporation is based in Peabody, MA and has been SEC-registered since 2005.
Retirement Resources Investment Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 Corporate Place, Suite 107, Peabody, MA 01960 |
| Phone | 978-536-9000 |
| Fax | 978-535-7777 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $126.8M |
| Non-discretionary | $1.87B |
| Total (RAUM) | $1.99B |