Overview
Assets Under Management: $462 million
Headquarters: WELLESLEY, MA
High-Net-Worth Clients: 198
Average Client Assets: $2.1 million
Frequently Asked Questions
THE RELAXING RETIREMENT COACH, INC. 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 #129805), THE RELAXING RETIREMENT COACH, INC. is subject to fiduciary duty under federal law.
THE RELAXING RETIREMENT COACH, INC. is headquartered in WELLESLEY, MA.
THE RELAXING RETIREMENT COACH, INC. serves 198 high-net-worth clients according to their SEC filing dated March 30, 2023. View client details ↓
According to their SEC Form ADV, THE RELAXING RETIREMENT COACH, INC. offers financial planning and portfolio management for individuals. View all service details ↓
THE RELAXING RETIREMENT COACH, INC. manages $462 million in client assets according to their SEC filing dated March 30, 2023.
According to their SEC Form ADV, THE RELAXING RETIREMENT COACH, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 198
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.31%
Average Client Assets: $2.1 million
Total Client Accounts: 1,169
Discretionary Accounts: 1,169
Regulatory Filings
CRD Number: 129805
Filing ID: 1729765
Last Filing Date: 2023-03-30 18:55:00