Retirement Fund Management

RIASEC RegisteredEst. 2008

Total AUM

$770M

Discretionary

0% of AUM

Avg account

$77M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 126573
Registered since: October 2, 2008
Website: rfm401k.com
Custodians: PRINCIPAL SECURITIES, INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans100%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Retirement Fund Management is an SEC-registered limited liability company that has been advising clients since 2008. The firm is classified as an institutional registered investment adviser and lists an individual as its owner. Its client base is institutional, though its advisory activities also include portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and pension consulting services. Compensation arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. The firm does not report being an active ESG investor and is not designated as a multi-state adviser. Investor.com recognized Retirement Fund Management among "Top RIA Firms to Watch" in 2020.