RETIREMENT MONEY MANAGEMENT

RIASEC RegisteredEst. 2008

Total AUM

$41.6M

Discretionary

0% of AUM

Avg account

$478K

Accounts

Employees

Advisory reps

Firm details

Headquarters: LAKEWOOD RANCH, Florida
CRD number: 145149
Registered since: December 19, 2008
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: Individuals62.89%
HNWI37.11%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Retirement Money Management is an independent, privately owned RIA organized as a corporation and registered with the SEC since 2008. The firm focuses on individuals and families and provides a mix of financial planning and portfolio management for individuals and small businesses, along with educational seminars and workshops. In addition to its advisory work, the firm operates as a registered representative of a broker-dealer and as an insurance broker. Its billing model is flexible: percentage-of-AUM fees are available alongside hourly and fixed-fee arrangements, and it also generates commission-based revenue. The firm does not identify as an active ESG investor, and its regulatory profile indicates it is not positioned as a multi-state or pension consultant adviser nor as a capital allocator.