Retegy LLC
Firm details
- Headquarters
- ,
- CRD number
- 294291
- Website
- www.retegy.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.51%
- Individuals10.49%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Retegy LLC is an independent, individual-owned registered investment adviser that focuses on serving individuals and families. The firm operates as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, third-party adviser selection, and educational seminars or workshops. Its fee arrangements include percentage-of-AUM billing plus the ability to charge hourly or fixed fees. Retegy does not position itself as an active ESG investor and is not designated as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
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 Funds58%
- Exchange Traded Equities29%
- Private Funds12%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Vladimir Kouznetsov
Investment Advisor RepresentativeCRD 6297202
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Bird Rock Management, LLC
RIALaguna Beach, CA
Alternity Investment Advisors
RIANewport Beach, CA
My-Financial-Advocate
RIAIndianapolis, IN
Revise Capital LLC
RIABluestone Wealth Planning, LLC
RIAAtlanta, GA
Wullschleger Group
RIAMadison, WI