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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Rhode Island
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2011
- 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 |
|---|---|---|---|---|
| ENTWISTLE, WILLIAM, AUGUSTUS | I | MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| ENTWISTLE, WILLIAM, AUGUSTUS | I | MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| ENTWISTLE, WILLIAM, AUGUSTUS | I | MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| ENTWISTLE, WILLIAM, AUGUSTUS | I | MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 1, 2011 REGISTERED
Notice Filings (1)
RI
Address
24 SALT POND ROAD BUILDING G-3WAKEFIELD, RI 02879-1501
United States
Phone: 401-782-6166