Retirement Income Security LLC
RIASEC Registered
Total AUM
$10.1M
Discretionary
$10.1M
100% of AUM
Avg account
$1.7M
Accounts
6
Employees
4
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 314386
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.41%
- Individuals40.59%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Retirement Income Security LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm emphasizes a personalized approach to investment management, tailoring strategies to meet the unique needs of its clients. While it does not engage in active ESG investing, it maintains a straightforward fee structure based on a percentage of assets under management.
Assets & Accounts
Public Holdings
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
- Non-Exchange Traded Equities50%
- Exchange Traded Equities36%
- Other14%
Contacts
1 of 1
Yul Lee
PresidentCRD 2895538
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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