Retirable
Firm details
- Headquarters
- New York, New York
- CRD number
- 307472
- Registered since
- April 27, 2020
- Website
- retirable.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals64.56%
- HNWI35.44%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Retirable is an independent, individual-owned registered investment adviser that began SEC registration in 2020. The firm serves individual and family clients with financial planning and portfolio management for individuals and small businesses, and it also operates as an insurance broker. Compensation is a mix of percentage-of-AUM and fixed fees. Retirable is a multistate adviser and does not describe itself as an active ESG investor or a capital allocator working with third-party private fund managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 900 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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