Retirement Systems LLC
Firm details
- Headquarters
- ,
- CRD number
- 310927
- Website
- retirementsystems.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Commissions
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Retirement Systems LLC is an independent registered investment adviser operating as a limited liability company with individual ownership. The firm focuses on serving individual and family clients and provides financial planning and portfolio management targeted at individuals and small businesses. It also conducts insurance brokerage activities alongside advisory services. Compensation is a mix of percentage-of-AUM advisory fees and commission-based income. The firm is not identified as an active ESG investor, is not positioned as a capital allocator, and is not listed as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities33%
- Cash & Cash Equivalents7%
Contacts
3 of 4
Joseph Berishaj
Investment Advisor RepresentativeCRD 7031258
Gianni Perkovic
Founding PresidentCRD 7065227
Eduardo Caldera
Investment Adviser RepresentativeCRD 4777070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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