Retiremitten Financial LLC
Firm details
- Headquarters
- Milford, 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, individual-owned registered investment adviser that began SEC registration in 2024. The firm serves individual and family clients, offering fee arrangements that combine percentage-of-AUM and fixed-fee engagements. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm does not present itself as a capital allocator and is not flagged as an active ESG investor.
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
1 of 1
Bryan Haggard
Founder and CEOCRD 5520616
Contacts
3 of 3
Michael Brasza
DirectorCRD 2709135
Gregory Neino
Senior Financial AdvisorCRD 5310607
Brian Hamel
Senior Financial AdvisorCRD 1433084
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$415M in ETFs
69%
$288M
0%
$127M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $47.3M | 538,570 | 11.40% |
Location
Milford, MI
Oakland
Location
Milford, MI
Headquartered in Milford, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 522 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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