RK Retirement Solutions LLC

RIAState Registered
Total AUM
$21.5M
Discretionary
$21.5M
100% of AUM
Avg account
$234K
Accounts
92
Employees
2
Advisory reps
3

Firm details

Headquarters
,
CRD number
289018
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Non-Exchange Traded Equities 10%, Cash & Cash Equivalents 5%85%
  • Exchange Traded Equities85%
  • Non-Exchange Traded Equities10%
  • Cash & Cash Equivalents5%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth