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RETIREMENT RESOURCES INVESTMENT CORPORATION
CRD 47723 · SEC 801-64658
10 NEW ENGLAND BUSINESS CENTER DRIVE, SUITE 107, ANDOVER, MA, 01810, United States
Phone
978-536-9000
Fax
978-535-7777
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.44B
Discretionary AUM
$146.2M
Team
7 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $28.3M |
| High net worth individuals | 48 | $131.3M |
| Pension/profit sharing plans | 31 | $2.28B |
States served
MA, PA, RI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD