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Building 2RETIREMENT RESOURCES, LLC

Map pinAUBURN HILLS, MI
Phone877-732-5751
NotebookSEC #801-114202
Total AUM
$166.1M
Employees
3
Clients
391

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1625 N OPDYKE RD
AUBURN HILLS
MI 48326
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
877-732-5751

ReceiptFinancials

Total AUM
$166.1M
Accounts
921
Discretionary
$166.1M
Accounts
921
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
356
AUM
$80.7M
HNW Individual Clients
35
AUM
$85.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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