Advanced Retirement Solutions, LLC
RIASEC RegisteredEst. 2022
Total AUM
$272M
Discretionary
$0
0% of AUM
Avg account
$5.4M
Accounts
50
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 288022
- Registered since
- July 22, 2022
- Website
- www.arsadvisor.com
- Custodians
- VOYA FINANCIAL ADVISORS, INC., EMPOWER
- Fee structure
- Fixed Fees, Other
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Advanced Retirement Solutions, LLC is an SEC-registered institutional RIA, formed as an LLC and registered in 2022. The firm serves institutional clients with an advisory practice oriented toward pension consulting services. Ownership is individual and the firm does not act as a capital allocator; its fee arrangements are described as fixed fees plus other fee arrangements. The firm is not flagged as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Jeffrey Justi
FounderCRD 2080956
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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