PPrivate Fund Data Log in Join · $37/mo

Thrive Retirement Specialists L.L.C.

● SEC registered since 2023CRD 310289SEC# 801-129197Royal Oak, MI
Export (members)
Reg. AUM
$209.5M
Employees
2
Accounts
335
Location
Royal Oak, MI

Thrive Retirement Specialists L.L.C. assets under management

Thrive Retirement Specialists L.L.C. is an investment advisory firm registered with the SEC based in Royal Oak, MI. The firm has been registered since 2023. It reports $209.5 million in regulatory assets under management and employs 2 people.
www.thriveretire.comView on SEC.gov ↗

Thrive Retirement Specialists L.L.C. owners & executives

1 reported
NameTitleOwnershipSince
Anthony Robert Watson ControlPresident And CcoOver 75%2020

Frequently asked questions

How much does Thrive Retirement Specialists L.L.C. manage?

Thrive Retirement Specialists L.L.C. reports $209.5 million in regulatory assets under management on its Form ADV.

How many employees does Thrive Retirement Specialists L.L.C. have?

Thrive Retirement Specialists L.L.C. reports 2 employees.

Where is Thrive Retirement Specialists L.L.C. located?

Thrive Retirement Specialists L.L.C. is based in Royal Oak, MI and has been SEC-registered since 2023.

Does Thrive Retirement Specialists L.L.C. disclose fund performance?

Thrive Retirement Specialists L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address220 S. Main St., Suite 321, Royal Oak, MI 48067
Phone(833) 217-9613
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$209.5M
Non-discretionary$0
Total (RAUM)$209.5M