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RETIREMENT INCOME SOLUTIONS, INC.
CRD 110145 · SEC 801-71319
2301 PLATT ROAD, SUITE 300, ANN ARBOR, MI, 48104, United States
Phone
734-769-7727
Fax
734-662-6680
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.97B
Discretionary AUM
$2.97B
Team
26 total employees; 13 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 396 | $207.2M |
| High net worth individuals | 869 | $2.76B |
| Pension/profit sharing plans | 5 | $3.0M |
| Charitable organizations | 2 | $797K |
| Corporations/business entities | 2 | $2.9M |
States served
AZ, CA, CO, DC, GA, IL, IN, MD, MA, MI, MN, NY, NC, OH, OR, PA, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD