THE RELAXING RETIREMENT COACH, INC.
CRD #129805 SEC #801-69302 WELLESLEY, MA (781) 235-7550
SEC Registered
Total AUM
$461.9M
Discretionary
$461.9M
Employees
7
Clients
251
Accounts
1,169
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $461.9M | $461.9M | $0 | 7 | 0 |
| Aug 2022 | $536.3M | $536.3M | $0 | 7 | 0 |
| Mar 2022 | $536.3M | $536.3M | $0 | 7 | 0 |
| Nov 2021 | $452.2M | $452.2M | $0 | 6 | 1 |
| Mar 2021 | $452.2M | $452.2M | $0 | 6 | 1 |
| Jun 2020 | $417.5M | $417.5M | $0 | 6 | 1 |
| Mar 2020 | $417.5M | $417.5M | $0 | 6 | 1 |
| Nov 2019 | $363.1M | $363.1M | $0 | 5 | 1 |
| Aug 2019 | $363.1M | $363.1M | $0 | 5 | 1 |
| Mar 2019 | $363.1M | $363.1M | $0 | 5 | 1 |
| Mar 2018 | $395.1M | $395.1M | $0 | 4 | 1 |
| Mar 2017 | $350.3M | $350.3M | $0 | 4 | 258 |
| Mar 2016 | $308.2M | $308.2M | $0 | 4 | 254 |
| Mar 2015 | $331.8M | $331.8M | $0 | 4 | 250 |
| Nov 2014 | $307.2M | $307.2M | $0 | 4 | 252 |
| Mar 2014 | $307.2M | $307.2M | $0 | 4 | 252 |
| Mar 2013 | $250.8M | $250.8M | $0 | 4 | 242 |
| Mar 2012 | $209.1M | $209.1M | $0 | 1 | 200 |
| Mar 2011 | $193.1M | $193.1M | $0 | 5 | -- |
| May 2009 | $120M | $120M | $0 | 5 | -- |
| Apr 2009 | $120M | $120M | $0 | 5 | -- |
| Apr 2009 | $120M | $120M | $0 | 5 | -- |
DateMar 2023
Total AUM$461.9M
Discretionary$461.9M
Non-Disc.$0
Employees7
Clients0
DateAug 2022
Total AUM$536.3M
Discretionary$536.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$536.3M
Discretionary$536.3M
Non-Disc.$0
Employees7
Clients0
DateNov 2021
Total AUM$452.2M
Discretionary$452.2M
Non-Disc.$0
Employees6
Clients1
DateMar 2021
Total AUM$452.2M
Discretionary$452.2M
Non-Disc.$0
Employees6
Clients1
DateJun 2020
Total AUM$417.5M
Discretionary$417.5M
Non-Disc.$0
Employees6
Clients1
DateMar 2020
Total AUM$417.5M
Discretionary$417.5M
Non-Disc.$0
Employees6
Clients1
DateNov 2019
Total AUM$363.1M
Discretionary$363.1M
Non-Disc.$0
Employees5
Clients1
DateAug 2019
Total AUM$363.1M
Discretionary$363.1M
Non-Disc.$0
Employees5
Clients1
DateMar 2019
Total AUM$363.1M
Discretionary$363.1M
Non-Disc.$0
Employees5
Clients1
DateMar 2018
Total AUM$395.1M
Discretionary$395.1M
Non-Disc.$0
Employees4
Clients1
DateMar 2017
Total AUM$350.3M
Discretionary$350.3M
Non-Disc.$0
Employees4
Clients258
DateMar 2016
Total AUM$308.2M
Discretionary$308.2M
Non-Disc.$0
Employees4
Clients254
DateMar 2015
Total AUM$331.8M
Discretionary$331.8M
Non-Disc.$0
Employees4
Clients250
DateNov 2014
Total AUM$307.2M
Discretionary$307.2M
Non-Disc.$0
Employees4
Clients252
DateMar 2014
Total AUM$307.2M
Discretionary$307.2M
Non-Disc.$0
Employees4
Clients252
DateMar 2013
Total AUM$250.8M
Discretionary$250.8M
Non-Disc.$0
Employees4
Clients242
DateMar 2012
Total AUM$209.1M
Discretionary$209.1M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$193.1M
Discretionary$193.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2009
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients--