Overview
Assets Under Management: $210 million
High-Net-Worth Clients: 57
Average Client Assets: $4 million
Frequently Asked Questions
THRIVE RETIREMENT SPECIALISTS L.L.C. 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 #310289), THRIVE RETIREMENT SPECIALISTS L.L.C. is subject to fiduciary duty under federal law.
THRIVE RETIREMENT SPECIALISTS L.L.C. serves 57 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, THRIVE RETIREMENT SPECIALISTS L.L.C. offers financial planning and portfolio management for individuals. View all service details ↓
THRIVE RETIREMENT SPECIALISTS L.L.C. manages $210 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, THRIVE RETIREMENT SPECIALISTS L.L.C. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 335
Discretionary Accounts: 335
Regulatory Filings
CRD Number: 310289
Last Filing Date: 2025-02-18 00:00:00
Website: https://thriveretire.com