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AMERICAN RETIREMENT & INVESTMENT STRATEGIES, LLC

CRD 139482 · SEC 801-66357

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$103.0M

Discretionary AUM

$77.2M

Team

2 total employees; 2 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-27

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)INVESTMENT CONSULTING

Client types

TypeClientsAUM
Individuals166$56.1M
High net worth individuals49$46.8M

All web addresses on file

Official SEC filing: View on IAPD