THE RELAXING RETIREMENT COACH, INC.
THE RELAXING RETIREMENT COACH, INC. of WELLESLEY, MA is an SEC-registered investment adviser (CRD 129805). Regulatory assets under management: $461.9M.
Registration
- CRD: 129805
- SEC file number: 801-69302
- Type: Registered investment adviser
- Location: WELLESLEY OFFICE PARK, 80 WILLIAM STREET, SUITE 260, WELLESLEY, MA, 02481
- Phone: (781) 235-7550
- Latest filing: 2023-03-30
- Regulatory AUM: $461.9M
- Discretionary AUM: $461.9M
- Clients: 7
- Accounts: 1,169
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| PHELPS JOHN MICHAEL | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
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