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RETIREMENT SOLUTIONS INVESTMENTS, INC.
CRD 171199
677 NORTH 1890 WEST, PROVO, UT, 84601, United States
Phone
801-465-6990
Fax
801-465-1812
Registration
— (—)
Source
State registered
Total AUM
$57.8M
Discretionary AUM
$57.8M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; SOLICITOR FEES
Org form
Corporation
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTHIRD PARTY ASSET MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 196 | $24.4M |
| High net worth individuals | 68 | $33.4M |
All web addresses on file
Official SEC filing: View on IAPD