RETIREMENT FUND MANAGEMENT

RIASEC RegisteredEst. 2008

Total AUM

$770M

Discretionary

0% of AUM

Avg account

$77M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 126573
Registered since: October 2, 2008
Website: rfm401k.com
Custodians: PRINCIPAL SECURITIES, INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans100%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Retirement Fund Management is a privately owned limited liability company that has been SEC-registered since 2008. The firm primarily serves institutional clients but its ADV shows advisory activity spanning portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Compensation is a mix of percentage-of-AUM, hourly charges, and fixed fees. The firm does not present itself as an ESG-focused allocator and is not listed as a multi-state adviser. Investor.com included the firm on a “Top RIA Firms to Watch” list in 2020.