Retirement Income Solutions is an investment advisor in Ann Arbor with $2.15 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
383143018
SEC advisor number
801-71319
FINRA CRD number
110145
AUM ?
$2.42 bn
(as of 27 Jun 24)
Accounts
1,267
(as of 27 Jun 24)
Employees
23
(12 investment advisory or research)
Address
Retirement Income Solutions
2301 PLATT ROAD
SUITE 300
ANN ARBOR
MI 48104
2301 PLATT ROAD
SUITE 300
ANN ARBOR
MI 48104
Phone
734-769-7727
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 May 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
16 Aug 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
2 Jun 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22