RETIREMENT SOLUTIONS

RETIREMENT SOLUTIONS is an SEC-registered investment adviser (CRD 331575). Regulatory assets under management: $6.8M.

Registration

• CRD: 331575
• Type: Registered investment adviser
• Phone: 505-892-1209
• Latest filing: 2026-04-03
• Regulatory AUM: $6.8M
• Discretionary AUM: $6.8M
• Clients: 1
• Accounts: 28

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331575 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search