Resolute Retirement Consulting

RIASEC Registered
Total AUM
$81.2M
Discretionary
$81.2M
100% of AUM
Avg account
$597K
Accounts
136
Employees
1
Advisory reps
1

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

FINTRX

Overview

Resolute Retirement Consulting is an independent, owner-operated registered investment adviser that focuses on fee-based financial planning and discretionary portfolio management for individuals, families and smaller institutions. The firm lists financial planning, portfolio management for individuals/small businesses, portfolio management for businesses or institutions and pension consulting services among its advisory activities. Its stated investment approach centers on public funds and mutual funds as the primary vehicle for client portfolios, with limited exposure to external alternative managers for commodities and oil & gas opportunities. Resolute Retirement Consulting does not describe itself as an ESG investor and operates under a combination of percentage-of-AUM and fixed-fee billing.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • Ty Boggs

    Ty Boggs

    Investment Advisor RepresentativeCRD 2148703

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth