FILICE RETIREMENT SERVICES
Firm details
- Headquarters
- SAN JOSE, California
- CRD number
- 135984
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Filice Retirement Services is organized as a corporation with individual ownership and is categorized as unclassified in the dataset provided. The firm is recorded as offering pension consulting services and is noted to use fee arrangements such as hourly charges, fixed fees, and other non-AUM fee models. The record flags the firm as not being an active ESG investor, not a multi-state adviser, and not a capital allocator. It is also listed as having no related advisers.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4MICHAEL ROGERS
Retirement Plan ConsultantCRD 4422835
ERIK JENSEN
President, Retirement ServicesCRD 2987382
JOHN HITCH
Vice PresidentCRD 2965911
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN JOSE, CA
SANTA CLARA
Location
SAN JOSE, CA
Headquartered in SAN JOSE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 1762 Technology Dr
- Time zone
- PT (UTC-8)
- Office locations
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