Resolute Retirement Consulting
Firm details
- Headquarters
- ,
- CRD number
- 332279
- Custodians
- AXOS CLEARING LLC, PRINCIPAL SECURITIES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals76.42%
- HNWI23.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Resolute Retirement Consulting is an independent RIA organized as a limited liability company and owned by an individual principal. The firm serves individual and family clients and provides a mix of financial planning and portfolio management services for individuals, small businesses and institutional/business clients, along with pension consulting. Its fees are charged as a percentage of assets under management and through fixed-fee engagements. The firm does not identify as an active ESG investor and is not classified as a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Ty Boggs
Investment Advisor RepresentativeCRD 2148703
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Rose Capital
RIACornell Capital Group LLC
RIAMccarter Investments, LLC
RIADBA Seaside Financial & Insurance Services
RIACarlsbad, CA
Aries Financial Navigators, Inc.
RIALititz, PA
Paradigm Consulting, Inc.
RIAUtica, NY