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RETIRESMART CONSULTING, LLC.
CRD 147693
103 CARNEGIE CENTER, SUITE 300 A, PRINCETON, NJ, 08540, United States
Phone
609-955-3456
Fax
609-520-8731
Registration
— (—)
Source
State registered
Total AUM
$52.0M
Discretionary AUM
$34.0M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $26.0M |
| High net worth individuals | 14 | $26.0M |
All web addresses on file
Official SEC filing: View on IAPD