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 structured as a corporation and operates as an institutional registered investment adviser with an individual owner. The firm functions in a capital-allocation capacity and focuses on selecting third‑party managers rather than running a primarily proprietary product shelf. Its advisory activities emphasize manager selection and delivering educational seminars or workshops to clients or prospects. The firm reports a nonstandard fee structure, does not self-identify as an active ESG investor, and is not positioned as a multi‑state or newly formed adviser. An insurance company affiliation is also listed.

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

Contacts

1 of 1
  • Mark Billes

    Mark Billes

    PresidentCRD 4838521

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

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