First Retirement Services LLC

Overview

First Retirement Services LLC is a privately held limited liability company organized under individual ownership that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm charges clients via a mix of percentage-of-AUM and fixed fees. It is classified as unclassified in the source record and does not appear to operate as a capital allocator or pension consultant. Operational details in the record note that the adviser is not flagged as an active ESG investor, is not a multi-state adviser, and is not listed as a related adviser. The SEC registration year is not shown in the available data. An industry affiliation with a real estate broker is recorded, which corresponds with the firm’s use of real estate allocations described elsewhere in the profile.

Assets & Accounts

Investments & Alternatives

Location & Offices