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Specialized Retirement Consultants LLC

● SEC registered since 2023CRD 317027SEC# 801-127777
Export (members)
Reg. AUM
$166.6M
Employees
1
Accounts
5
Location
—

Specialized Retirement Consultants LLC assets under management

Specialized Retirement Consultants LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2023. It reports $166.6 million in regulatory assets under management and employs 1 people.
www.401tk.comView on SEC.gov ↗

Specialized Retirement Consultants LLC owners & executives

1 reported
NameTitleOwnershipSince
Tyler Jon Krzewina ControlManaging Member & Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Specialized Retirement Consultants LLC manage?

Specialized Retirement Consultants LLC reports $166.6 million in regulatory assets under management on its Form ADV.

How many employees does Specialized Retirement Consultants LLC have?

Specialized Retirement Consultants LLC reports 1 employees.

Does Specialized Retirement Consultants LLC disclose fund performance?

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

Contact & registration

Phone(906) 236-5500
FaxN/A
Office hours9:00 a.m. - 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$323K
Non-discretionary$166.3M
Total (RAUM)$166.6M