F-SQUARED RETIREMENT SOLUTIONS, LLC
Legal name: F-SQUARED RETIREMENT SOLUTIONS
CRD #157639 SEC #801-72396 WELLESLEY, MA 781-772-2777
SEC Registered Disclosures
Total AUM
$75.5M
Discretionary
$75.5M
Employees
115
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2015 | $81.6M | $81.6M | $0 | 57 | 1 |
| Jul 2015 | $81.6M | $81.6M | $0 | 57 | 1 |
| Apr 2015 | $423.6M | $423.6M | $0 | 110 | 1 |
| Mar 2015 | $423.6M | $423.6M | $0 | 110 | 1 |
| Dec 2014 | $75.5M | $75.5M | $0 | 115 | 1 |
| Nov 2014 | $75.5M | $75.5M | $0 | 115 | 1 |
| Aug 2014 | $75.5M | $75.5M | $0 | 115 | 1 |
| Jun 2014 | $70.3M | $70.3M | $0 | 115 | 1 |
| Mar 2014 | $70.3M | $70.3M | $0 | 115 | 1 |
| Jan 2014 | $68.4M | $68.4M | $0 | 90 | 1 |
| Oct 2013 | $62.1M | $62.1M | $0 | 90 | 1 |
| Sep 2013 | $691.4M | $691.4M | $0 | 60 | 1 |
| Jun 2013 | $691.4M | $691.4M | $0 | 60 | 1 |
| Apr 2013 | $711.3M | $711.3M | $0 | 41 | 1 |
| Apr 2013 | $711.3M | $711.3M | $0 | 41 | 1 |
| Jan 2013 | $202.3M | $202.3M | $0 | 37 | 1 |
| Oct 2012 | $202.3M | $202.3M | $0 | 11 | 1 |
| Mar 2012 | $98.9M | $98.9M | $0 | 11 | 1 |
| May 2011 | $0 | $0 | $0 | -- | -- |
| May 2011 | $0 | $0 | $0 | -- | -- |
DateSep 2015
Total AUM$81.6M
Discretionary$81.6M
Non-Disc.$0
Employees57
Clients1
DateJul 2015
Total AUM$81.6M
Discretionary$81.6M
Non-Disc.$0
Employees57
Clients1
DateApr 2015
Total AUM$423.6M
Discretionary$423.6M
Non-Disc.$0
Employees110
Clients1
DateMar 2015
Total AUM$423.6M
Discretionary$423.6M
Non-Disc.$0
Employees110
Clients1
DateDec 2014
Total AUM$75.5M
Discretionary$75.5M
Non-Disc.$0
Employees115
Clients1
DateNov 2014
Total AUM$75.5M
Discretionary$75.5M
Non-Disc.$0
Employees115
Clients1
DateAug 2014
Total AUM$75.5M
Discretionary$75.5M
Non-Disc.$0
Employees115
Clients1
DateJun 2014
Total AUM$70.3M
Discretionary$70.3M
Non-Disc.$0
Employees115
Clients1
DateMar 2014
Total AUM$70.3M
Discretionary$70.3M
Non-Disc.$0
Employees115
Clients1
DateJan 2014
Total AUM$68.4M
Discretionary$68.4M
Non-Disc.$0
Employees90
Clients1
DateOct 2013
Total AUM$62.1M
Discretionary$62.1M
Non-Disc.$0
Employees90
Clients1
DateSep 2013
Total AUM$691.4M
Discretionary$691.4M
Non-Disc.$0
Employees60
Clients1
DateJun 2013
Total AUM$691.4M
Discretionary$691.4M
Non-Disc.$0
Employees60
Clients1
DateApr 2013
Total AUM$711.3M
Discretionary$711.3M
Non-Disc.$0
Employees41
Clients1
DateApr 2013
Total AUM$711.3M
Discretionary$711.3M
Non-Disc.$0
Employees41
Clients1
DateJan 2013
Total AUM$202.3M
Discretionary$202.3M
Non-Disc.$0
Employees37
Clients1
DateOct 2012
Total AUM$202.3M
Discretionary$202.3M
Non-Disc.$0
Employees11
Clients1
DateMar 2012
Total AUM$98.9M
Discretionary$98.9M
Non-Disc.$0
Employees11
Clients1
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--