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THE RETIREMENT SOLUTION LLC
18300 Redmond Way
Suite 250
Redmond, Washington 98052
Tel: 425-558-3700
About THE RETIREMENT SOLUTION LLC
THE RETIREMENT SOLUTION LLC, formally registered with the SEC as THE RETIREMENT SOLUTION LLC. The firm was established in 08/01/2018. They have over 4 offices throughout the country.
THE RETIREMENT SOLUTION LLC is a Redmond, Washington based Financial Planning firm with nearly $475,260,153 assets under management, offering retirement planning & investment advisory services to 2728 clients. The firm is staffed with 31 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148106 |
| SEC# | 801-113783 |
| Assets Managed by Firm | $475,260,153 |
| No. of Clients | 2728 |
| No. of Advisors | 31 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2728 | $475,260,153 |
| Individuals (other than high net worth individuals) | 563 | $222,486,798 |
| High net worth individuals | 243 | $252,744,514 |
| Charitable organizations | 1 | $28,841 |
More Retirement Planning firms in Redmond, Washington:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $475,093,919,406 | 163121 | 877 | |
| $82,657,150,657 | 146 | 653 | |
| $52,480,583,056 | 70944 | 653 | |
| $24,747,000,000 | 17 | 95 | |
| $23,026,995,111 | 77 | 656 |
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