RETIREMENT DESIGN & MANAGEMENT INC
CRD #106067 SEC #801-47206 WESTPORT, CT 203-255-0222
SEC Registered
Total AUM
$599.1M
Discretionary
$598.8M
Employees
15
Clients
101
Accounts
988
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $599.1M | $598.8M | $249.1K | 15 | 350 |
| Oct 2015 | $635.8M | $635.3M | $420.8K | 13 | 350 |
| Mar 2015 | $635.8M | $635.3M | $420.8K | 14 | 350 |
| Apr 2014 | $569.9M | $569.5M | $419.9K | 14 | 350 |
| Mar 2014 | $569.9M | $569.5M | $419.9K | 14 | 350 |
| Oct 2013 | $551.9M | $551.5M | $395.3K | 14 | 300 |
| Aug 2013 | $504.8M | $504.6M | $247.4K | 14 | 300 |
| Aug 2013 | $504.8M | $504.6M | $247.4K | 14 | 300 |
| Mar 2013 | $504.8M | $504.6M | $247.4K | 14 | 300 |
| Jan 2013 | $437M | $436.8M | $228.6K | 14 | 300 |
| Oct 2012 | $437M | $436.8M | $228.6K | 11 | 300 |
| Aug 2012 | $437M | $436.8M | $228.6K | 11 | 300 |
| May 2012 | $437M | $436.8M | $228.6K | 11 | 300 |
| May 2012 | $437M | $436.8M | $228.6K | 11 | 300 |
| Feb 2012 | $437M | $436.8M | $228.6K | 11 | 300 |
| Aug 2011 | $450.9M | $450.4M | $537.9K | -- | -- |
| Mar 2011 | $450.9M | $450.4M | $537.9K | -- | -- |
| Mar 2011 | $450.9M | $450.4M | $537.9K | -- | -- |
| Jun 2010 | $411.9M | $410.7M | $1.2M | -- | -- |
| Mar 2010 | $411.9M | $410.7M | $1.2M | -- | -- |
| Feb 2008 | $396.3M | $395.5M | $721.4K | -- | -- |
| Sep 2007 | $341.5M | $340.8M | $664.8K | -- | -- |
| Jan 2007 | $341.5M | $340.8M | $664.8K | -- | -- |
| Jan 2006 | $236M | $234.6M | $1.4M | -- | -- |
| Jan 2006 | $236M | $234.6M | $1.4M | -- | -- |
| Jun 2005 | $206.8M | $204.1M | $2.7M | -- | -- |
| Jan 2005 | $206.8M | $204.1M | $2.7M | -- | -- |
| Nov 2003 | $168.2M | $167.3M | $958K | -- | -- |
| Mar 2002 | $241M | $240M | $1M | -- | -- |
DateMar 2016
Total AUM$599.1M
Discretionary$598.8M
Non-Disc.$249.1K
Employees15
Clients350
DateOct 2015
Total AUM$635.8M
Discretionary$635.3M
Non-Disc.$420.8K
Employees13
Clients350
DateMar 2015
Total AUM$635.8M
Discretionary$635.3M
Non-Disc.$420.8K
Employees14
Clients350
DateApr 2014
Total AUM$569.9M
Discretionary$569.5M
Non-Disc.$419.9K
Employees14
Clients350
DateMar 2014
Total AUM$569.9M
Discretionary$569.5M
Non-Disc.$419.9K
Employees14
Clients350
DateOct 2013
Total AUM$551.9M
Discretionary$551.5M
Non-Disc.$395.3K
Employees14
Clients300
DateAug 2013
Total AUM$504.8M
Discretionary$504.6M
Non-Disc.$247.4K
Employees14
Clients300
DateAug 2013
Total AUM$504.8M
Discretionary$504.6M
Non-Disc.$247.4K
Employees14
Clients300
DateMar 2013
Total AUM$504.8M
Discretionary$504.6M
Non-Disc.$247.4K
Employees14
Clients300
DateJan 2013
Total AUM$437M
Discretionary$436.8M
Non-Disc.$228.6K
Employees14
Clients300
DateOct 2012
Total AUM$437M
Discretionary$436.8M
Non-Disc.$228.6K
Employees11
Clients300
DateAug 2012
Total AUM$437M
Discretionary$436.8M
Non-Disc.$228.6K
Employees11
Clients300
DateMay 2012
Total AUM$437M
Discretionary$436.8M
Non-Disc.$228.6K
Employees11
Clients300
DateMay 2012
Total AUM$437M
Discretionary$436.8M
Non-Disc.$228.6K
Employees11
Clients300
DateFeb 2012
Total AUM$437M
Discretionary$436.8M
Non-Disc.$228.6K
Employees11
Clients300
DateAug 2011
Total AUM$450.9M
Discretionary$450.4M
Non-Disc.$537.9K
Employees--
Clients--
DateMar 2011
Total AUM$450.9M
Discretionary$450.4M
Non-Disc.$537.9K
Employees--
Clients--
DateMar 2011
Total AUM$450.9M
Discretionary$450.4M
Non-Disc.$537.9K
Employees--
Clients--
DateJun 2010
Total AUM$411.9M
Discretionary$410.7M
Non-Disc.$1.2M
Employees--
Clients--
DateMar 2010
Total AUM$411.9M
Discretionary$410.7M
Non-Disc.$1.2M
Employees--
Clients--
DateFeb 2008
Total AUM$396.3M
Discretionary$395.5M
Non-Disc.$721.4K
Employees--
Clients--
DateSep 2007
Total AUM$341.5M
Discretionary$340.8M
Non-Disc.$664.8K
Employees--
Clients--
DateJan 2007
Total AUM$341.5M
Discretionary$340.8M
Non-Disc.$664.8K
Employees--
Clients--
DateJan 2006
Total AUM$236M
Discretionary$234.6M
Non-Disc.$1.4M
Employees--
Clients--
DateJan 2006
Total AUM$236M
Discretionary$234.6M
Non-Disc.$1.4M
Employees--
Clients--
DateJun 2005
Total AUM$206.8M
Discretionary$204.1M
Non-Disc.$2.7M
Employees--
Clients--
DateJan 2005
Total AUM$206.8M
Discretionary$204.1M
Non-Disc.$2.7M
Employees--
Clients--
DateNov 2003
Total AUM$168.2M
Discretionary$167.3M
Non-Disc.$958K
Employees--
Clients--
DateMar 2002
Total AUM$241M
Discretionary$240M
Non-Disc.$1M
Employees--
Clients--