# IDEAL RETIREMENT SOLUTIONS, LLC

IDEAL RETIREMENT SOLUTIONS, LLC of PORT CHARLOTTE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 333393
- Type: SEC-registered investment adviser
- SEC file number: 801-134255
- Location: 17896 TOLEDO BLADE BLVD, PORT CHARLOTTE, FL, 33948
- Phone: (941) 876-8985
- Latest filing: 2026-04-30
- Regulatory AUM: $123.5M
- Discretionary AUM: $123.5M
- Clients: 8
- Accounts: 594

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Officers, owners & control persons (2)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/333393/brochure
- Similar advisers: https://search.stillhousedata.com/firm/333393/similar
- Related entities: https://search.stillhousedata.com/firm/333393/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/333393

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.