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RETIREMENT MATTERS, INC.
CRD 167152
777 N. LAKE ZURICH RD, SUITE 125D, BARRINGTON, IL, 60010, United States
Phone
847-558-6991
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$25.0M
Discretionary AUM
$25.0M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $5.0M |
| High net worth individuals | 13 | $19.0M |
All web addresses on file
Official SEC filing: View on IAPD