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 is an independent, owner-operated RIA organized as an LLC that focuses on individual and family clients. The firm charges fees as a percentage of assets under management and acts as a capital allocator, blending direct portfolio management for individuals and small businesses with the selection of third‑party advisers and managers. RK Retirement Solutions does not position itself as an active ESG investor and its service mix does not include pension consulting or family-office labeled offerings. The firm’s advisory model centers on discretionary portfolio management combined with outsourced manager selection, which suggests a client experience that mixes hands-on account oversight with curated external strategies where appropriate.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations