Retiremitten Financial LLC

RIASEC RegisteredEst. 2024
Total AUM
$214M
Discretionary
$214M
100% of AUM
Avg account
$312K
Accounts
685
Employees
5
Advisory reps
4

Firm details

Headquarters
Clarkston, Michigan
CRD number
300779
Registered since
October 22, 2024
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

FINTRX

Overview

Retiremitten Financial LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered as of 2024 and is owned by an individual proprietor. Its client focus is individuals and families, and the advisory offering centers on financial planning and portfolio management for individuals and small businesses. Compensation is through a mix of percentage-of-AUM fees and fixed fees. The firm does not identify as an active ESG investor, is not positioned as a capital allocator, and its regulatory profile does not list pension consulting or related-adviser arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Public Funds/Mutual Funds 96%, Exchange Traded Equities 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%, Other 1%96%
  • Public Funds/Mutual Funds96%
  • Exchange Traded Equities1%
  • Investment Grade Corp Bonds1%
  • Cash & Cash Equivalents1%
  • Other1%

Owners & executives

1 of 1
  • Bryan Haggard

    Bryan Haggard

    Founder and CEOCRD 5520616

Contacts

3 of 3
  • Gregory Neino

    Gregory Neino

    Senior Financial AdvisorCRD 5310607

  • Michael Brasza

    Michael Brasza

    DirectorCRD 2709135

  • Brian Hamel

    Brian Hamel

    Senior Financial AdvisorCRD 1433084

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 38

Active vs passive

$415M in ETFs

Passive

69%

$288M

Active

0%

$127M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$47.3M538,57011.40%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth