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SPECIALIZED RETIREMENT CONSULTANTS LLC
CRD 317027 · SEC 801-127777
MI, United States
Phone
(906) 236-5500
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$186.6M
Discretionary AUM
$376K
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $376K |
| Pension/profit sharing plans | 3 | $186.2M |
States served
MI
All web addresses on file
Official SEC filing: View on IAPD