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FILICE RETIREMENT SERVICES
Investment Advisory Firm specializing in company sponsored retirement plans | Filice Retirement Services, a Registered Investment Advisory Firm in the State...
Overview
Investment Advisory Firm specializing in company sponsored retirement plans | Filice Retirement Services, a Registered Investment Advisory Firm in the State of California, has been providing fiduciary support and advisory services to company sponsored retirement plans for nearly 20 years. Whether you are considering adopting a new plan, changing providers for an existing plan or implementing plan design changes, FRS has the experience and resources to identify and support the most appropriate solutions for your company.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
San Jose
Corporate office
San Jose, CA, United States
Principals
John Filice
Principal
Sector focus
Frequently asked questions
Does Filice Retirement Services serve external clients?
Yes, the retirement-services division provides pension and benefit plan administration to corporate and public-sector clients, generating fee income from third parties. This is a distinguishing feature — most single-family offices do not operate commercial service businesses alongside their investment portfolios.
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