ISADORE RETIREMENT GROUP, LLC

ISADORE RETIREMENT GROUP, LLC of TRAVERSE CITY, MI is an SEC-registered investment adviser (CRD 288425). Regulatory assets under management: $6.6M.

Registration

• CRD: 288425
• Type: Registered investment adviser
• Location: 13561 S. WEST BAY SHORE DR., TRAVERSE CITY, MI, 49684
• Phone: (231) 922-9905
• Latest filing: 2026-03-16
• Regulatory AUM: $6.6M
• Discretionary AUM: $6.2M
• Non-discretionary AUM: $322K
• Clients: 1
• Accounts: 27

Business model

Compensation: % of AUM, Hourly, 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 288425 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search