Retirement Investment Advisors Inc.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Corona, California
CRD number
307157
Fee structure
Other
Services
Selection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Retirement Investment Advisors Inc. is organized as a corporation with individual ownership. The firm is characterized as a capital allocator and lists its primary advisory activities as the selection of other advisers and running educational seminars or workshops. Its fee structure is recorded as "other," and it does not identify as an active ESG investor. The firm is not registered as a multi-state adviser, is not a pension consultant, and is not flagged as a related adviser. An industry affiliation with an insurance company is noted.

Assets & Accounts

Investments & Alternatives

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

Contacts

1 of 1
  • Mark Billes

    Mark Billes

    PresidentCRD 4838521

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Corona, CA

Riverside

Location

Corona, CA

Headquartered in Corona, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Riverside
Address
4740 Green River Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth