SPECIALIZED RETIREMENT CONSULTANTS LLC

SPECIALIZED RETIREMENT CONSULTANTS LLC is an SEC-registered investment adviser (CRD 317027). Regulatory assets under management: $186.6M.

Registration

• CRD: 317027
• SEC file number: 801-127777
• Type: Registered investment adviser
• Phone: (906) 236-5500
• Latest filing: 2026-02-23
• Regulatory AUM: $186.6M
• Discretionary AUM: $376K
• Non-discretionary AUM: $186.2M
• Clients: 1
• Accounts: 2,185

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317027 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search