IDEAL RETIREMENT SOLUTIONS, LLC of PORT CHARLOTTE, FL is an SEC-registered investment adviser (CRD 333393). Regulatory assets under management: $123.5M.
Compensation: % of AUM.
Clients served: High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Corey J Cyr | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Jeffrey Jozsef Tamas | MANAGING MEMBERS; MANAGING PARTNER | — |