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Building 2RETIREMENT RESOURCES INVESTMENT CORPORATION

Map pinANDOVER, MA
Phone978-536-9000
NotebookSEC #801-64658
Total AUM
$2.4B
Employees
7
Clients
154

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 NEW ENGLAND BUSINESS CENTER DRIVE
SUITE 107
ANDOVER
MA 01810
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
978-536-9000

ReceiptFinancials

Total AUM
$2.4B
Accounts
299
Discretionary
$146.2M
Accounts
216
Non-Discretionary
$2.3B
Accounts
83

ContactClients

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Individual Clients
73
AUM
$28.3M
HNW Individual Clients
48
AUM
$131.3M
Pension/Profit Sharing Plan Clients
31
AUM
$2.3B
Charitable Organization Clients
1
AUM
$54.4K
Corporation or Business Clients
1
AUM
$625.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHPARITX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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