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Home > Retirement Planners > michigan > ann arbor > RETIREMENT INCOME SOLUTIONS, INC.
RETIREMENT INCOME SOLUTIONS, INC.
2301 Platt Road
Suite 300
Ann Arbor, Michigan 48104
Tel: 734-769-7727
About RETIREMENT INCOME SOLUTIONS, INC.
RETIREMENT INCOME SOLUTIONS, INC, formally registered with the SEC as RETIREMENT INCOME SOLUTIONS, INC. The firm was established in 04/12/2010. They have over 1 offices throughout the country.
RETIREMENT INCOME SOLUTIONS, INC. is a Ann Arbor, Michigan based Financial Planning firm with nearly $2,421,756,308 assets under management, offering retirement planning & investment advisory services to 1267 clients. The firm is staffed with 23 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110145 |
| SEC# | 801-71319 |
| Assets Managed by Firm | $2,421,756,308 |
| No. of Clients | 1267 |
| No. of Advisors | 23 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1267 | $2,421,756,308 |
| Individuals (other than high net worth individuals) | 507 | $261,956,645 |
| High net worth individuals | 748 | $2,153,811,290 |
| Pension and profit sharing plans | 8 | $3,224,620 |
| Charitable organizations | 2 | $541,376 |
| Corporations or other businesses | 2 | $2,222,377 |
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