RETIREMENT COUNSELING ASSOCIATES, LLC

RETIREMENT COUNSELING ASSOCIATES, LLC of WESTPORT, CT is an SEC-registered investment adviser (CRD 128174). Regulatory assets under management: $55.4M.

Registration

• CRD: 128174
• SEC file number: 801-70277
• Type: Registered investment adviser
• Location: 191 POST ROAD WEST, WESTPORT, CT, 06880
• Phone: (203) 222-9393
• Latest filing: 2011-03-23
• Regulatory AUM: $55.4M
• Discretionary AUM: $55.4M
• Clients: 1
• Accounts: 578

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128174 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search