RETIREMENT STRATEGIES, INC.

RETIREMENT STRATEGIES, INC. of JACKSONVILLE, FL is an SEC-registered investment adviser (CRD 134385). Regulatory assets under management: $340.9M.

Registration

• CRD: 134385
• SEC file number: 801-64010
• Type: Registered investment adviser
• Location: 10751 DEERWOOD PARK BOULEVARD, SUITE 302, JACKSONVILLE, FL, 32256
• Phone: 904-730-3863
• Latest filing: 2018-03-28
• Regulatory AUM: $340.9M
• Discretionary AUM: $324.2M
• Non-discretionary AUM: $16.7M
• Clients: 10
• Accounts: 1,146

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 134385 on SEC IAPD (source of record)
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