RK Retirement Solutions LLC
Firm details
- Headquarters
- ,
- CRD number
- 289018
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
RK Retirement Solutions LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on serving individuals and families, charging fees based on a percentage of assets under management. Its advisory work centers on discretionary portfolio management for individual and small-business clients and on selecting third-party managers when appropriate. The firm identifies as a capital allocator and is not positioned as an ESG-focused or pension consulting practice.
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
- Exchange Traded Equities85%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Contacts
3 of 3Kromer Diane
MemberCRD 6820422
Jeremy Kromer
Investment Advisor RepresentativeCRD 7380582
Robert Kromer
OwnerCRD 1448765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations