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COMMONWEALTH RETIREMENT INVESTMENTS LLC
9030 Stony Point Parkway
Suite 580
Richmond, Virginia 23235
Tel: 804-282-1238
About COMMONWEALTH RETIREMENT INVESTMENTS LLC
COMMONWEALTH RETIREMENT INVESTMENTS LLC, formally registered with the SEC as COMMONWEALTH RETIREMENT INVESTMENTS LLC. The firm was established in 01/03/2017. They have over 1 offices throughout the country.
COMMONWEALTH RETIREMENT INVESTMENTS LLC is a Richmond, Virginia based Financial Planning firm with nearly $240,420,738 assets under management, offering retirement planning & investment advisory services to 820 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285998 |
| SEC# | 801-108783 |
| Assets Managed by Firm | $240,420,738 |
| No. of Clients | 820 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 820 | $240,420,738 |
| Individuals (other than high net worth individuals) | 197 | $49,649,524 |
| High net worth individuals | 100 | $190,690,102 |
| Charitable organizations | 1 | $81,112 |
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