RETIREMENT CONSULTING SERVICES, INC.
CRD #114549 SEC #801-64491 ADDISON, TX 972-248-1500
SEC Registered
Total AUM
$75.7M
Discretionary
$75.7M
Employees
1
Clients
--
Accounts
380
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 7, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KATREIN, MARTIN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KATREIN, MARTIN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KATREIN, MARTIN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KATREIN, MARTIN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KATREIN, MARTIN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KATREIN, MARTIN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KATREIN, MARTIN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KATREIN, MARTIN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 7, 2012 REGISTERED
Notice Filings (1)
TX
Address
16475 DALLAS PARKWAYSUITE 615
ADDISON, TX 75001-6220
United States
Phone: 972-248-1500