RETIREMENT WEALTH CENTER INC
Firm details
- Headquarters
- THOUSAND OAKS, California
- CRD number
- 288964
- Website
- retirementwealthcenter.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.29%
- Pension & Profit Sharing Plans25.26%
- Individuals18.45%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Retirement Wealth Center Inc is an independent, privately owned registered investment adviser that combines financial planning and portfolio management for individuals, families and small businesses with accounting-related services. The firm acts as a capital allocator and also provides manager selection services, steering client assets to third‑party managers when appropriate. Its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed‑fee engagements. The firm identifies as not active on ESG initiatives and operates as a single‑state adviser per its filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities67%
- Investment Grade Corp Bonds17%
- Cash & Cash Equivalents13%
- US Government Bonds3%
Owners & executives
1 of 1PETER GIROLAMO
Founder, President and Chief Investment OfficerCRD 4912739
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
THOUSAND OAKS, CA
VENTURA
Location
THOUSAND OAKS, CA
Headquartered in THOUSAND OAKS, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- VENTURA
- Address
- 100 E Thousand Oaks Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
GOLD COAST SECURITIES, INC.
RIATHOUSAND OAKS, CA
TEAM ELEVATED ASSET MANAGEMENT
RIATHOUSAND OAKS, CA
STRATEGIC FINANCIAL
RIATHOUSAND OAKS, CA
FARRELL FINANCIAL, INC.
RIATHOUSAND OAKS, CA
EAGLESON ARNDT FINANCIAL ADVISORS
RIATHOUSAND OAKS, CA
ATLAS CAPITAL MANAGEMENT
RIATHOUSAND OAKS, CA