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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PHELPS, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 30, 2023 REGISTERED
Notice Filings (7)
CA FL MA ME NH RI TX
Address
WELLESLEY OFFICE PARK80 WILLIAM STREET, SUITE 260
WELLESLEY, MA 02481
United States
Phone: (781) 235-7550