RETIREMENT INCOME STRATEGIES, LLC
CRD #318052 SEC #801-123370 EVANSVILLE, WI 608-208-1800
SEC Registered
Total AUM
$154.6M
Discretionary
$148M
Employees
4
Clients
0
Accounts
937
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $154.6M | $148M | $6.6M | 4 | 0 |
| Sep 2024 | $117.2M | $117.2M | $0 | 5 | 0 |
| Mar 2024 | $117.2M | $117.2M | $0 | 5 | 0 |
| Mar 2023 | $98.5M | $98.5M | $0 | 5 | 0 |
| May 2022 | $100.6M | $100.6M | $0 | 5 | 600 |
| Feb 2022 | $100.6M | $100.6M | $0 | 5 | 600 |
| Feb 2022 | $100.6M | $100.6M | $0 | 5 | 600 |
DateMar 2025
Total AUM$154.6M
Discretionary$148M
Non-Disc.$6.6M
Employees4
Clients0
DateSep 2024
Total AUM$117.2M
Discretionary$117.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$117.2M
Discretionary$117.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$98.5M
Discretionary$98.5M
Non-Disc.$0
Employees5
Clients0
DateMay 2022
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees5
Clients600
DateFeb 2022
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees5
Clients600
DateFeb 2022
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees5
Clients600