RETIREMENT INCOME SOLUTIONS, INC.
CRD #110145 SEC #801-71319 ANN ARBOR, MI 734-769-7727
SEC Registered
Total AUM
$2.7B
Discretionary
$2.7B
Employees
25
Clients
25
Accounts
1,268
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.7B | $2.7B | $0 | 25 | 0 |
| Jun 2024 | $2.4B | $2.4B | $0 | 23 | 0 |
| Mar 2024 | $2.4B | $2.4B | $0 | 23 | 0 |
| May 2023 | $2.1B | $2.1B | $0 | 20 | 0 |
| Mar 2023 | $2.1B | $2.1B | $0 | 20 | 0 |
| Oct 2022 | $2.4B | $2.4B | $0 | 18 | 0 |
| Mar 2022 | $2.4B | $2.4B | $0 | 18 | 0 |
| May 2021 | $2.1B | $2.1B | $0 | 18 | 0 |
| Mar 2021 | $2.1B | $2.1B | $0 | 18 | 0 |
| Jun 2020 | $2B | $2B | $0 | 18 | 0 |
| Mar 2020 | $2B | $2B | $0 | 18 | 0 |
| Jul 2019 | $1.7B | $1.7B | $0 | 17 | 0 |
| Mar 2019 | $1.7B | $1.7B | $0 | 17 | 0 |
| Sep 2018 | $1.8B | $1.8B | $0 | 16 | 0 |
| Mar 2018 | $1.8B | $1.8B | $0 | 16 | 0 |
| Jun 2017 | $1.5B | $1.5B | $0 | 17 | 1,200 |
| Mar 2017 | $1.5B | $1.5B | $0 | 17 | 1,200 |
| Mar 2016 | $1.4B | $1.4B | $0 | 16 | 1,100 |
| Dec 2015 | $1.3B | $1.3B | $0 | 12 | 1,000 |
| May 2015 | $1.3B | $1.3B | $0 | 12 | 1,000 |
| Mar 2015 | $1.3B | $1.3B | $0 | 12 | 1,000 |
| Jul 2014 | $1.2B | $1.2B | $0 | 11 | 1,000 |
| May 2014 | $1.2B | $1.2B | $0 | 11 | 1,000 |
| Apr 2014 | $1.2B | $1.2B | $0 | 11 | 1,000 |
| Apr 2013 | $953.9M | $953.9M | $0 | 10 | 900 |
| Apr 2013 | $953.9M | $953.9M | $0 | 10 | 900 |
| Feb 2013 | $953.9M | $953.9M | $0 | 10 | 900 |
| Aug 2012 | $877M | $877M | $0 | 6 | 800 |
| Mar 2012 | $808M | $808M | $0 | 6 | 800 |
| Aug 2011 | $714.1M | $714.1M | $0 | 10 | -- |
| Mar 2011 | $714.1M | $714.1M | $0 | 10 | -- |
| Apr 2010 | $568.5M | $568.5M | $0 | 10 | -- |
| Apr 2010 | $568.5M | $568.5M | $0 | 10 | -- |
| Apr 2010 | $568.5M | $568.5M | $0 | 10 | -- |
| Mar 2010 | $568.5M | $568.5M | $0 | 10 | -- |
DateMar 2025
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees25
Clients0
DateJun 2024
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees23
Clients0
DateMar 2024
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees23
Clients0
DateMay 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees20
Clients0
DateMar 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees20
Clients0
DateOct 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees18
Clients0
DateMar 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees18
Clients0
DateMay 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees18
Clients0
DateMar 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees18
Clients0
DateJun 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees18
Clients0
DateMar 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees18
Clients0
DateJul 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees17
Clients0
DateMar 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees17
Clients0
DateSep 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees16
Clients0
DateMar 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees16
Clients0
DateJun 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients1,200
DateMar 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients1,200
DateMar 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients1,100
DateDec 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees12
Clients1,000
DateMay 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees12
Clients1,000
DateMar 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees12
Clients1,000
DateJul 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients1,000
DateMay 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients1,000
DateApr 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients1,000
DateApr 2013
Total AUM$953.9M
Discretionary$953.9M
Non-Disc.$0
Employees10
Clients900
DateApr 2013
Total AUM$953.9M
Discretionary$953.9M
Non-Disc.$0
Employees10
Clients900
DateFeb 2013
Total AUM$953.9M
Discretionary$953.9M
Non-Disc.$0
Employees10
Clients900
DateAug 2012
Total AUM$877M
Discretionary$877M
Non-Disc.$0
Employees6
Clients800
DateMar 2012
Total AUM$808M
Discretionary$808M
Non-Disc.$0
Employees6
Clients800
DateAug 2011
Total AUM$714.1M
Discretionary$714.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$714.1M
Discretionary$714.1M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$568.5M
Discretionary$568.5M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$568.5M
Discretionary$568.5M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$568.5M
Discretionary$568.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$568.5M
Discretionary$568.5M
Non-Disc.$0
Employees10
Clients--