Resolute Retirement Consulting
Firm details
- Headquarters
- ,
- CRD number
- 332279
- Custodians
- AXOS CLEARING LLC, PRINCIPAL SECURITIES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals76.42%
- HNWI23.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Resolute Retirement Consulting is an independent, owner-operated registered investment adviser that focuses on fee-based financial planning and discretionary portfolio management for individuals, families and smaller institutions. The firm lists financial planning, portfolio management for individuals/small businesses, portfolio management for businesses or institutions and pension consulting services among its advisory activities. Its stated investment approach centers on public funds and mutual funds as the primary vehicle for client portfolios, with limited exposure to external alternative managers for commodities and oil & gas opportunities. Resolute Retirement Consulting does not describe itself as an ESG investor and operates under a combination of percentage-of-AUM and fixed-fee billing.
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
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Ty Boggs
Investment Advisor RepresentativeCRD 2148703
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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