Retiremitten Financial LLC
Firm details
- Headquarters
- Clarkston, Michigan
- CRD number
- 300779
- Registered since
- October 22, 2024
- Website
- retiremitten.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI62.55%
- Individuals37.45%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Retiremitten Financial LLC is an independent registered investment adviser that registered with the SEC in 2024 and is organized as a Texas-based limited liability company. The firm serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Ownership is listed as individual, and its fee model mixes asset-based fees with fixed-fee arrangements. The firm’s filings indicate it does not position itself as a capital allocator and it does not identify as an ESG-focused adviser.
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
- Public Funds/Mutual Funds96%
- Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$437M in ETFs
68%
$297M
0%
$140M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $51.7M | 568,432 | 11.83% |
Location
Clarkston, MI
Oakland
Location
Clarkston, MI
Headquartered in Clarkston, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 6548 Town Center Dr
- Time zone
- ET (UTC-5)
- Office locations
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