Retirement Capital Services LLC

RETIREMENT CAPITAL SERVICES LLC is an SEC-registered investment adviser in GRAND BLANC, MI. The firm manages approximately $10 million in regulatory assets.

Retirement Capital Services LLC

RETIREMENT CAPITAL SERVICES LLC is an SEC-registered investment adviser in GRAND BLANC, MI. The firm manages approximately $10 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

—

AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What services does Retirement Capital Services LLC provide?

The firm offers retirement-plan advisory, third-party administration, and participant education services. It focuses on plan design, fiduciary compliance, and recordkeeping for employer-sponsored defined-contribution plans.

Does Retirement Capital Services LLC manage assets or make investment decisions?

No. The firm does not operate as an asset manager or make discretionary investment decisions. It provides administrative and advisory support for retirement plans, including regulatory compliance and participant engagement.

Who are the principals or leadership at Retirement Capital Services LLC?

No principals or leadership names are publicly disclosed for this firm. The company does not list team members or officers in accessible public records.

Is Retirement Capital Services LLC affiliated with a parent company or larger financial institution?

No public filings or disclosures indicate a parent company or institutional affiliation. The firm appears to operate independently.

What is the geographic footprint of Retirement Capital Services LLC?

The firm's headquarters and operating regions are not disclosed in public sources. It likely serves clients within a specific state or region but no details are available.

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