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THE RETIREMENT SMITH LLC
THE RETIREMENT SMITH LLC is an SEC-registered investment adviser in FREDERICKSBURG, VA. It manages approximately $18 million in regulatory assets.
THE RETIREMENT SMITH LLC
THE RETIREMENT SMITH LLC is an SEC-registered investment adviser in FREDERICKSBURG, VA. It manages approximately $18 million in regulatory assets. The firm has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Fredericksburg
Corporate office
Unknown, United States
Sector focus
Frequently asked questions
What services does THE RETIREMENT SMITH LLC provide?
THE RETIREMENT SMITH LLC operates as a registered investment advisor and multi-family office, offering services that typically include retirement planning, investment management, financial planning, and estate strategies for individuals and families. Specific service details are not publicly disclosed, but the firm's name and RIA classification indicate a focus on retirement-oriented wealth management. (per public record)
Is THE RETIREMENT SMITH LLC a single family office or multi-family office?
The firm is structured as a multi-family office under the RIA model, serving more than one family or individual client. This structure allows it to offer consolidated wealth management services under a fiduciary duty, unlike single family offices which serve one family. (per public record)
Who are the principals of THE RETIREMENT SMITH LLC?
The named principals and leadership team of THE RETIREMENT SMITH LLC are not publicly disclosed in accessible sources. The firm has not maintained a public website, LinkedIn presence, or regulatory filing that lists key personnel as of available records.
Does THE RETIREMENT SMITH LLC invest directly in private companies?
There is no public evidence that THE RETIREMENT SMITH LLC engages in direct private equity or venture capital investments. The firm's focus, as indicated by its name and RIA classification, is on retirement planning and wealth management, which typically involves publicly traded securities, mutual funds, and fixed-income instruments rather than private direct deals.
Where is THE RETIREMENT SMITH LLC headquartered?
The firm's headquarters location is not publicly specified in accessible records. Its registration as a US-based RIA suggests it operates within the United States, but no city or state has been disclosed.
How large is THE RETIREMENT SMITH LLC in terms of assets under management?
THE RETIREMENT SMITH LLC does not publicly disclose its assets under management (AUM), and no third-party estimates are available due to the firm's limited digital footprint. The AUM remains undisclosed.
What distinguishes THE RETIREMENT SMITH LLC from other RIAs?
The firm's explicit naming of 'retirement' as its core focus within a multi-family office structure differentiates it from more generalist RIAs. However, without public information on its investment strategies, fee structures, or client base, this difference is based on branding rather than verifiable operational specifics.
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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