Overview
Assets Under Management: $166 million
Headquarters: AUBURN HILLS, MI
High-Net-Worth Clients: 35
Average Client Assets: $2.4 million
Frequently Asked Questions
RETIREMENT RESOURCES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151889), RETIREMENT RESOURCES, LLC is subject to fiduciary duty under federal law.
RETIREMENT RESOURCES, LLC is headquartered in AUBURN HILLS, MI.
RETIREMENT RESOURCES, LLC serves 35 high-net-worth clients according to their SEC filing dated March 04, 2026. View client details ↓
According to their SEC Form ADV, RETIREMENT RESOURCES, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
RETIREMENT RESOURCES, LLC manages $166 million in client assets according to their SEC filing dated March 04, 2026.
According to their SEC Form ADV, RETIREMENT RESOURCES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.45%
Average Client Assets: $2.4 million
Total Client Accounts: 921
Discretionary Accounts: 921
Regulatory Filings
CRD Number: 151889
Filing ID: 2062956
Last Filing Date: 2026-03-04 16:23:51