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RIA · CRD 317027SEC-Registered

Updated:

Specialized Retirement Consultants LLC

SPECIALIZED RETIREMENT CONSULTANTS LLC is an SEC-registered investment adviser since 2023. The firm manages $187 million in assets, with $375,535 on a...

Overview

SPECIALIZED RETIREMENT CONSULTANTS LLC is an SEC-registered investment adviser since 2023. The firm manages $187 million in assets, with $375,535 on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Frequently asked questions

Who manages investment decisions at Specialized Retirement Consultants LLC?

No named investment decision-makers are publicly available. The firm does not disclose principals, a CIO, or an investment committee on any known platform.

What is the investment strategy of Specialized Retirement Consultants LLC?

The firm's strategy is not publicly documented. Unlike most retirement advisors, it does not publish an asset allocation, sector focus, or deal-making activity.

Where is Specialized Retirement Consultants LLC headquartered?

No headquarters location has been confirmed in public records. The firm's city, state, and country of operation are undisclosed.

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