RETIREMITTEN FINANCIAL LLC
Firm details
- Headquarters
- MILFORD, 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 and registered with the SEC in 2024. The firm is individually owned and focuses on individual and family clients, providing financial planning and portfolio management services for individuals and small businesses. Its fee model combines asset-based fees and fixed-fee engagements. The firm does not flag itself as an active ESG investor and is not positioned as a capital allocator; its public holdings and reported asset mix indicate a focus on pooled public investment vehicles rather than direct private-market commitments.
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 1BRYAN HAGGARD
Founder and CEOCRD 5520616
Contacts
3 of 3MICHAEL BRASZA
DirectorCRD 2709135
GREGORY NEINO
Senior Financial AdvisorCRD 5310607
BRIAN HAMEL
Senior Financial AdvisorCRD 1433084
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 137Active vs passive
$359M in ETFs
68%
$245M
<1%
$114M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $42.4M | 554,541 | 11.84% |
Location
MILFORD, MI
OAKLAND
Location
MILFORD, MI
Headquartered in MILFORD, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 522 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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