RETIREMENT WEALTH STRATEGIES, LLC
Legal name: RETIREMENT WEALTH STRATEGIES
CRD #154582 SEC #801-71719 PHOENIX, AZ 602-955-7200
SEC Registered
Total AUM
$18M
Discretionary
$16M
Employees
5
Clients
10
Accounts
78
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 18, 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 |
|---|---|---|---|---|
| BINDER, JAN, JAY | I | MEMBER | D | |
| BINDER, JAN, JUDITH | I | MEMBER | D | |
| BINDER, JAN, JUDITH | I | CO-MANAGER | D | |
| BINDER, JAN, JUDITH | I | CO-MANAGER | D | |
| BINDER, JAN, JUDITH | I | MEMBER | D | |
| BINDER, JAN, JUDITH | I | MEMBER | D | |
| BINDER, STEVEN, MARK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BINDER, STEVEN, MARK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BINDER, STEVEN, MARK | I | CO-MANAGER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BINDER, STEVEN, MARK | I | CO-MANAGER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BINDER, STEVEN, MARK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BINDER, STEVEN, MARK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Jan 18, 2011 REGISTERED
Notice Filings (1)
AZ
Address
2200 E. CAMELBACK ROADSUITE #207
PHOENIX, AZ 85016-2601
United States
Phone: 602-955-7200