| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Joseph Petraitis | Chief Compliance Officer | Under 5% | 2024 |
| James Leroy Black Control | Ceo, Financial Planner | Under 5% | 2008 |
| Sivako LLC Control | Owner - Holding Company | Over 75% | 2023 |
The Retirement Solution LLC reports $573.3 million in regulatory assets under management on its Form ADV.
The Retirement Solution LLC reports 33 employees.
The Retirement Solution LLC is based in Redmond, WA and has been SEC-registered since 2018.
The Retirement Solution LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 18300 Redmond Way, Suite 250, Redmond, WA 98052 |
| Phone | 425-558-3700 |
| Fax | 425-274-0955 |
| Office hours | 09:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $573.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $573.3M |