# RETIREMENT RESOURCES INVESTMENT CORPORATION

RETIREMENT RESOURCES INVESTMENT CORPORATION of ANDOVER, MA is an SEC-registered investment adviser.

## Registration

- CRD: 47723
- Type: SEC-registered investment adviser
- SEC file number: 801-64658
- Location: 10 NEW ENGLAND BUSINESS CENTER DRIVE, SUITE 107, ANDOVER, MA, 01810
- Phone: 978-536-9000
- Latest filing: 2026-04-28
- Regulatory AUM: $2.4B
- Discretionary AUM: $146.2M
- Non-discretionary AUM: $2.3B
- Clients: 7
- Accounts: 299

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| James Franklin Phillips | VICE PRESIDENT | — |
| Patrick P Mcginn | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| GEORGE KENNETH RONALD | FINOP | — |
| PHILLIPS JAMES FRANKLIN | PRESIDENT, TREASURER, DIRECTOR, CHIEF COMPLIANCE OFFICER, CFO; PRESIDENT, TREASURER, DIRECTOR, CHIEF COMPLIANCE OFFICER, CFO, CROP, SROP; VICE PRESIDENT | — |
| GENDRON KAREN MARIE | FINOP | — |
| MCGINN PATRICK P | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/47723/brochure
- Similar advisers: https://search.stillhousedata.com/firm/47723/similar
- Related entities: https://search.stillhousedata.com/firm/47723/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/47723

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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.