Retirement is an investment advisor in San Diego with $514.00 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
205401152
SEC advisor number
801-69578
FINRA CRD number
148296
AUM ?
$514.00 mm
(as of 30 Mar 22)
Accounts
2,225
(as of 30 Mar 22)
Employees
30
(20 investment advisory or research)
Office hours
Monday - Friday, 7:00 AM - 5:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Jastremski, John, Alexander | Managing Member | 08/2008 | > 75% |
Harpootlian, Ronald, Joseph | Chief Compliance Officer | 08/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
16 Nov 21