CRD: 158078
Advanced Retirement Solutions, Inc.
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Request a Free TrialFirm Details
- Custodian
- Folio Investments
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-13-2011
- Office Locations
- 1
Office Locations
About Advanced Retirement Solutions, Inc.
Advanced Retirement Solutions (ARS) provides retirement-focused portfolio management and plan consulting, using proprietary algorithms and technology to manage client portfolios and evaluate 401(k) plans to help reduce fiduciary liability. The firm also delivers TSP education for federal employees, including FERS/CSRS and FEGLI analyses. Portfolios are primarily ETF-based and custodied via Folio Investments; ARS is not affiliated with the U.S. Federal Government.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 41 clients, or 20.5 clients per representative. That equates to $111.0K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JASON BRADLEY REDDITT
Chief Compliance Officer, President
- CRD
- #3231671
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,550,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,550,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Advanced Retirement Solutions, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.