RETIREMENT RESOURCES INVESTMENT CORPORATION

100 Corporate Place
Peabody, Massachusetts 01960
Tel: 978-536-9000

About RETIREMENT RESOURCES INVESTMENT CORPORATION

RETIREMENT RESOURCES INVESTMENT CORPORATION, formally registered with the SEC as RETIREMENT RESOURCES INVESTMENT CORPORATION. The firm was established in 09/02/2005. They have over 1 offices throughout the country.

RETIREMENT RESOURCES INVESTMENT CORPORATION is a Peabody, Massachusetts based Financial Planning firm with nearly $1,992,257,844 assets under management, offering retirement planning & investment advisory services to 290 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	47723
SEC#	801-64658
Assets Managed by Firm	$1,992,257,844
No. of Clients	290
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	290	$1,992,257,844
Individuals (other than high net worth individuals)	74	$24,148,506
High net worth individuals	49	$117,254,326
Pension and profit sharing plans	29	$1,850,316,670
Charitable organizations	Fewer than 5 clients	$52,194
Corporations or other businesses	Fewer than 5 clients	$486,148

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