# FILICE RETIREMENT SERVICES

FILICE RETIREMENT SERVICES is a RIA based in San Jose, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Jose, United States
- **Region:** North America
- **Address:** San Jose, CA, United States
- **Assets under management:** $100M - $500M (Altss estimate)
- **LinkedIn:** https://www.linkedin.com/company/filice-retirement-services

## Regulatory record

- **CRD number:** 135984
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135984

## About

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.

## Sectors

- Real Estate
- AgriTech & FoodTech

## People

- John Filice — Principal

## 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.

## Related profiles

- [Kessler Financial Services](https://altss.com/profile/kessler-financial-services)
- [Aristeia Capital](https://altss.com/profile/aristeia-capital-llc)

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Last updated: 2026-07-06T01:24:16.454Z

Canonical page: https://altss.com/profile/filice-retirement-services

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology