RETIREMENT EDUCATION & TRAINING CONSULTANTS, LLC
Legal name: ENTWISTLE FINANCIAL LIFE PLANNING
CRD #124587 SEC #801-68041 WAKEFIELD, RI 401-782-6166
SEC Registered
Total AUM
$40.5M
Discretionary
$40.5M
Employees
5
Clients
10
Accounts
290
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2011 | $40.5M | $40.5M | $0 | 5 | -- |
| Dec 2010 | $39.3M | $38.8M | $541.5K | 5 | -- |
| Sep 2010 | $39.3M | $38.8M | $541.5K | 5 | -- |
| Mar 2010 | $39.3M | $38.8M | $541.5K | 5 | -- |
DateApr 2011
Total AUM$40.5M
Discretionary$40.5M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$39.3M
Discretionary$38.8M
Non-Disc.$541.5K
Employees5
Clients--
DateSep 2010
Total AUM$39.3M
Discretionary$38.8M
Non-Disc.$541.5K
Employees5
Clients--
DateMar 2010
Total AUM$39.3M
Discretionary$38.8M
Non-Disc.$541.5K
Employees5
Clients--