Specialized Retirement Consultants LLC
Firm details
- Headquarters
- ,
- CRD number
- 317027
- Registered since
- April 28, 2023
- Website
- www.specializedretire.com
- Custodians
- PRINCIPAL SECURITIES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans99.8%
- Individuals0.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Specialized Retirement Consultants LLC is an independent registered investment adviser focused on retirement-plan consulting, financial planning and portfolio management for individuals and small businesses. The firm’s advisory services emphasize plan-level advice and participant education—services that include pension consulting and workshops—rather than hands-on discretionary portfolio management. Fee arrangements include percentage-of-assets, hourly, and fixed-fee engagements. The firm does not position itself as a capital allocator, is not an active ESG investor, and reports a client mix that includes both institutional retirement-plan sponsors and individual/family clients.
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 Funds100%
Contacts
1 of 1
Tyler Krzewina
President & FounderCRD 5386852
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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