Bill Losey Retirement Solutions, LLC
RIASEC & State Registered
Total AUM
$39.6M
Discretionary
$0
0% of AUM
Avg account
$389K
Accounts
102
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 140731
- Registered since
- June 17, 2013
- Website
- billlosey.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.96%
- Individuals44.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bill Losey Retirement Solutions, LLC is an independent, individual-owned RIA that provides financial planning and portfolio management for individuals and small businesses. The firm is SEC-registered (registration in 2013) and operates as a limited liability company. Its fee models include a percentage-of-AUM option plus hourly and fixed-fee arrangements, reflecting flexibility for differing client needs. The firm is not positioned as an ESG-focused manager.
Assets & Accounts
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
William Losey
Retirement SpecialistCRD 2290403
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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