The RETIREMENT RESEARCHER is a privately held investment adviser that advises $1.05Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. RETIREMENT RESEARCHER is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 18.46% over the last 5-years.
The Group has been registered with the SEC for 28.39 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1900 GALLOWS ROAD SUITE 350, TYSONS, VIRGINIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 28 employees comprised of 19 investment and 9 non-investment staff. The total number of Employees decreased by 3.45% over the last 5-years.
Their $1.05Bn in assets advised are owned by 0 private funds, 3 public funds and BDCs and 26 other accounts. Assets of High Net Worth Individuals clients own $802.25mn or 76.43% of Total Assets and Individuals own $113.79mn or 10.84% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
RETIREMENT RESEARCHER names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.