S SQUARED RETIREMENT SOLUTIONS LLC

S SQUARED RETIREMENT SOLUTIONS LLC of MONTVILLE, NJ is an SEC-registered investment adviser (CRD 173297). Regulatory assets under management: $60.0M.

Registration

• CRD: 173297
• Type: Registered investment adviser
• Location: 170 CHANGEBRIDGE RD, MONTVILLE, NJ, 07045
• Phone: 862-251-4700
• Latest filing: 2026-02-26
• Regulatory AUM: $60.0M
• Discretionary AUM: $60.0M
• Clients: 2
• Accounts: 112

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173297 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search