FIRST RETIREMENT SERVICES LLC
Firm details
- Headquarters
- PARKLAND, Florida
- CRD number
- 328202
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
First Retirement Services LLC operates as a limited liability company specializing in financial planning and portfolio management services tailored for individuals and small businesses. The firm employs a fee structure based on a percentage of assets under management (AUM) and fixed fees, allowing for flexibility in its service offerings. While the firm does not actively engage in ESG investing, it focuses on providing personalized financial strategies to its clients.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1FERNANDO RECALDE
Financial AdvisorCRD 4212205
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PARKLAND, FL
BROWARD
Location
PARKLAND, FL
Headquartered in PARKLAND, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- BROWARD
- Address
- 7923 S Woodridge Dr
- Time zone
- ET (UTC-5)
- Office locations
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