1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SPECIALIZED RETIREMENT CONSULTANTS LLC

Map pin
Phone(906) 236-5500
NotebookSEC #801-127777
Total AUM
$186.6M
Employees
1
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
(906) 236-5500

ReceiptFinancials

Total AUM
$186.6M
Accounts
2,185
Discretionary
$375.5K
Accounts
2
Non-Discretionary
$186.2M
Accounts
2,183

ContactClients

View more in analytics →

Individual Clients
2
AUM
$375.5K
Pension/Profit Sharing Plan Clients
3
AUM
$186.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account