RETIREMENT MATTERS, INC.

RETIREMENT MATTERS, INC. of BARRINGTON, IL is an SEC-registered investment adviser (CRD 167152). Regulatory assets under management: $25.0M.

Registration

• CRD: 167152
• Type: Registered investment adviser
• Location: 777 N. LAKE ZURICH RD, BARRINGTON, IL, 60010
• Phone: 847-558-6991
• Latest filing: 2026-01-08
• Regulatory AUM: $25.0M
• Discretionary AUM: $25.0M
• Clients: 1
• Accounts: 87

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167152 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search