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Building 2RETIREMENT INCOME SOLUTIONS, INC.

Map pinANN ARBOR, MI
Phone734-769-7727
NotebookSEC #801-71319
Total AUM
$3B
Employees
26
Clients
1,274

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2301 PLATT ROAD
SUITE 300
ANN ARBOR
MI 48104
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
734-769-7727

ReceiptFinancials

Total AUM
$3B
Accounts
1,274
Discretionary
$3B
Accounts
1,274
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
396
AUM
$207.2M
HNW Individual Clients
869
AUM
$2.8B
Pension/Profit Sharing Plan Clients
5
AUM
$3M
Charitable Organization Clients
2
AUM
$796.8K
Corporation or Business Clients
2
AUM
$2.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACODCFLGAILINMAMDMIMNNCNHNYOHORPATXVAWA

HandshakeAffiliates

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

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