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RETIREMENT INCOME STRATEGIES INC.
CRD 320737
4500 PGA BOULEVARD, SUITE 201, PALM BEACH GARDENS, FL, 33418, United States
Phone
561-776-6269
Fax
561-776-6425
Registration
— (—)
Source
State registered
Total AUM
$73.2M
Discretionary AUM
$73.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-05
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 71 | $19.7M |
| High net worth individuals | 56 | $53.4M |
All web addresses on file
Official SEC filing: View on IAPD