Retiremitten Financial LLC
Firm details
- Headquarters
- Clarkston, Michigan
- CRD number
- 300779
- Registered since
- October 22, 2024
- Website
- retiremitten.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI62.55%
- Individuals37.45%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Retiremitten Financial LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered as of 2024 and is owned by an individual proprietor. Its client focus is individuals and families, and the advisory offering centers on financial planning and portfolio management for individuals and small businesses. Compensation is through a mix of percentage-of-AUM fees and fixed fees. The firm does not identify as an active ESG investor, is not positioned as a capital allocator, and its regulatory profile does not list pension consulting or related-adviser arrangements.
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 Funds96%
- Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
- Other1%
Owners & executives
1 of 1
Bryan Haggard
Founder and CEOCRD 5520616
Contacts
3 of 3
Gregory Neino
Senior Financial AdvisorCRD 5310607
Michael Brasza
DirectorCRD 2709135
Brian Hamel
Senior Financial AdvisorCRD 1433084
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$415M in ETFs
69%
$288M
0%
$127M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $47.3M | 538,570 | 11.40% |
Location
Clarkston, MI
Oakland
Location
Clarkston, MI
Headquartered in Clarkston, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 6548 Town Center Dr
- Time zone
- ET (UTC-5)
- Office locations
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