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RETIREMENT CAPITAL SERVICES LLC
CRD 319779
8273 S. SAGINAW ST, SUITE A, GRAND BLANC, MI, 48439, United States
Phone
248-978-5010
Fax
(810)-292-0641
Registration
— (—)
Source
State registered
Total AUM
$10.3M
Discretionary AUM
$10.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2023-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $10.3M |
All web addresses on file
Official SEC filing: View on IAPD