RETIREMENT RESEARCHER, LLC

RIASEC RegisteredEst. 2018
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
5

Firm details

Headquarters
TYSONS, Virginia
CRD number
297379
Registered since
August 17, 2018
Fee structure
Hourly Charges, Subscription Fees, Fixed Fees
Services
Selection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Retirement Researcher, LLC is a small, SEC-registered limited liability company whose public profile emphasizes research, publication, education and the selection of outside advisers rather than traditional asset gathering. The firm identifies itself as a capital allocator and lists activities that include curating or recommending other managers, publishing newsletters or periodicals, and running educational seminars and workshops. Its fee menu — hourly charges, subscription fees and fixed fees — aligns with an advice-, research- and subscription-oriented business model rather than percentage-based investment management. The firm is not identified as an active ESG investor and does not present itself as a multi-state advisory platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • ALEJANDRO MURGUIA

    CEOCRD 4773144

Contacts

3 of 4
  • WADE PFAU

    Principal, Director of Retirement ResearchCRD 6344036

  • JESSICA WUNDER

    PrincipalCRD 4529546

  • PAULA FRIEDMAN

    Managing PrincipalCRD 5439229

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

TYSONS, VA

FAIRFAX

Location

TYSONS, VA

Headquartered in TYSONS, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
FAIRFAX
Address
1900 Gallows Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth