IDEAL RETIREMENT SOLUTIONS, LLC
Legal name: IDEAL RETIREMENT SOLUTIONS
CRD #333393 SEC #801-134255 PORT CHARLOTTE, FL (941) 876-8985
SEC Registered
Total AUM
$101.4M
Discretionary
$101.4M
Employees
8
Clients
--
Accounts
520
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 11, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Cyr, Corey, J | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| Cyr, Corey, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| Cyr, Corey, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| Cyr, Corey, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| Cyr, Corey, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| Cyr, Corey, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| TAMAS, JEFFREY, JOZSEF | I | MANAGING PARTNER | D | Control |
| TAMAS, JEFFREY, JOZSEF | I | MANAGING MEMBERS | D | Control |
| TAMAS, JEFFREY, JOZSEF | I | MANAGING MEMBERS | D | Control |
| TAMAS, JEFFREY, JOZSEF | I | MANAGING MEMBERS | D | Control |
| TAMAS, JEFFREY, JOZSEF | I | MANAGING MEMBERS | D | Control |
| TAMAS, JEFFREY, JOZSEF | I | MANAGING MEMBERS | D | Control |
Registrations
Federal
IA
Dec 11, 2025 REGISTERED
Notice Filings (1)
FL
Address
17896 TOLEDO BLADE BLVDPORT CHARLOTTE, FL 33948
United States
Phone: (941) 876-8985