RETIREMENT RESOURCES, LLC
CRD #151889 SEC #801-114202 AUBURN HILLS, MI 877-732-5751
SEC Registered
Total AUM
$142.9M
Discretionary
$142.9M
Employees
3
Clients
251
Accounts
1,008
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $142.9M | $142.9M | $0 | 3 | 0 |
| Feb 2024 | $129.1M | $129.1M | $0 | 3 | 0 |
| Feb 2023 | $118.5M | $118.5M | $0 | 3 | 0 |
| Mar 2022 | $146.2M | $146.2M | $0 | 3 | 0 |
| Feb 2021 | $133.7M | $133.7M | $0 | 10 | 0 |
| Jun 2020 | $126.9M | $126.9M | $0 | 10 | 0 |
| Mar 2020 | $126.9M | $126.9M | $0 | 10 | 0 |
| Feb 2019 | $112.1M | $94.7M | $17.4M | 8 | 0 |
| Nov 2018 | $124.3M | $104M | $20.3M | 8 | 0 |
| Sep 2018 | $124.3M | $104M | $20.3M | 8 | 0 |
DateJan 2025
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$129.1M
Discretionary$129.1M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$118.5M
Discretionary$118.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$146.2M
Discretionary$146.2M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$133.7M
Discretionary$133.7M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$126.9M
Discretionary$126.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$126.9M
Discretionary$126.9M
Non-Disc.$0
Employees10
Clients0
DateFeb 2019
Total AUM$112.1M
Discretionary$94.7M
Non-Disc.$17.4M
Employees8
Clients0
DateNov 2018
Total AUM$124.3M
Discretionary$104M
Non-Disc.$20.3M
Employees8
Clients0
DateSep 2018
Total AUM$124.3M
Discretionary$104M
Non-Disc.$20.3M
Employees8
Clients0