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THRIVE RETIREMENT SPECIALISTS
THRIVE RETIREMENT SPECIALISTS L.L.C.
CRD 310289 · SEC 801-129197
220 S. MAIN ST., SUITE 321, ROYAL OAK, MI, 48067, United States
Phone
(833) 217-9613
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$303.9M
Discretionary AUM
$303.9M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 70 | $303.9M |
States served
CA, MI, TX
All web addresses on file
Official SEC filing: View on IAPD