otherRIA · CRD 305198SEC-Registered

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Monadnock Retirement Solutions

MONADNOCK RETIREMENT SOLUTIONS, LLC is an SEC-registered investment adviser with $9 million in regulatory assets under management. The firm has 1 employee and...

Monadnock Retirement Solutions

MONADNOCK RETIREMENT SOLUTIONS, LLC is an SEC-registered investment adviser with $9 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

other

Frequently asked questions

Who runs investment decisions at Monadnock Retirement Solutions?

The firm has not publicly disclosed the names of its principals or investment committee members. Public records list Monadnock Retirement Solutions as a registered investment advisor in New Hampshire, but individual advisors are not named in available sources.

How does Monadnock Retirement Solutions source investment products?

The firm uses a fiduciary model, selecting from a range of publicly available ETFs, mutual funds, and individual securities. There is no evidence of proprietary deal flow, direct investments, or alternative asset sourcing (public record).

Is Monadnock Retirement Solutions a single-family office or a retail RIA?

Monadnock Retirement Solutions is a registered investment advisor serving multiple clients, not a family office. It provides retirement planning and wealth management to individuals and institutions, consistent with a typical RIA structure (public record).

Does Monadnock Retirement Solutions participate in fund commitments or direct deals?

No publicly available information suggests the firm makes fund commitments or direct investments. Its focus appears to be on managing client portfolios through traditional liquid securities, not alternative assets or fund investing.

What investment stages does Monadnock Retirement Solutions target?

The firm does not target investment stages, as it is not a venture capital or private equity manager. It constructs portfolios for retirement and wealth management clients using publicly traded securities, with no exposure to early-stage or growth equity deals.

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