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RETEGY LLC
Retegy LLC specializes in retirement planning and retirement assets investment management. It is a fee-only registered investment advisor that provides...
RETEGY LLC
Retegy LLC specializes in retirement planning and retirement assets investment management. It is a fee-only registered investment advisor that provides comprehensive financial planning and investment management under fiduciary principles, including tax optimization, risk management, and legacy planning. Its company motto is "Save Money on Taxes, Invest the Difference, Retire Happy".
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Irvine
Corporate office
New York, NY, United States
Principals
Vladimir Kouznetsov
EA, CFP®, investment advisor representative
Frequently asked questions
What investment stages does RETEGY typically target?
No target stage is disclosed. RETEGY has not reported any specific portfolio companies or deal structures, making it impossible to determine stage preferences from public sources.
Which sectors does RETEGY explicitly avoid?
Negative screening is not mentioned in public filings. RETEGY does not disclose any sector exclusions or thematic focuses.
How is RETEGY related to other entities or families?
No affiliations to any known fortune, family, or fund complex have been reported. The firm's ownership structure is not public.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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