RETIREMENT SOLUTIONS

RETIREMENT SOLUTIONS is an SEC-registered investment adviser (CRD 118733). Regulatory assets under management: $15.0M.

Registration

• CRD: 118733
• Type: Registered investment adviser
• Phone: 281-412-6473
• Latest filing: 2026-02-25
• Regulatory AUM: $15.0M
• Discretionary AUM: $15.0M
• Clients: 1
• Accounts: 100

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118733 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search