RETIREMENT WEALTH CENTER INC

RIASEC Registered
Total AUM
$41.8M
Discretionary
$41.8M
100% of AUM
Avg account
$345K
Accounts
121
Employees
1
Advisory reps
1

Firm details

Headquarters
THOUSAND OAKS, California
CRD number
288964
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI56.29%
  • Pension & Profit Sharing Plans25.26%
  • Individuals18.45%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Retirement Wealth Center Inc is an independent, privately owned registered investment adviser that combines financial planning and portfolio management for individuals, families and small businesses with accounting-related services. The firm acts as a capital allocator and also provides manager selection services, steering client assets to third‑party managers when appropriate. Its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed‑fee engagements. The firm identifies as not active on ESG initiatives and operates as a single‑state adviser per its filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, Investment Grade Corp Bonds 17%, Cash & Cash Equivalents 13%, US Government Bonds 3%67%
  • Exchange Traded Equities67%
  • Investment Grade Corp Bonds17%
  • Cash & Cash Equivalents13%
  • US Government Bonds3%

Owners & executives

1 of 1
  • PETER GIROLAMO

    Founder, President and Chief Investment OfficerCRD 4912739

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

THOUSAND OAKS, CA

VENTURA

Location

THOUSAND OAKS, CA

Headquartered in THOUSAND OAKS, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
VENTURA
Address
100 E Thousand Oaks Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth