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- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-21-2011
- Office Locations
- 1
Office Locations
About Bill Losey Retirement Solutions, LLC
Bill Losey Retirement Solutions (BLRS) is a fee-only fiduciary retirement planning and portfolio management practice serving a small circle of private clients nationwide, primarily pre-retirees/retirees 50+ and women navigating life transitions. The firm builds goals-based portfolios with tax and risk mitigation, retirement income and Social Security strategies, and IRA rollover guidance, including its Safe Money Benchmark Strategy™ for more predictable income. Custody via SEI.
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Owner & Executives
WILLIAM ALBERT LOSEY III
Chief Compliance Officer, Managing Partner, PRINCIPAL
- CRD
- #2290403
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $39,632,747 | $388,556 |
| Total | $39,632,747 | $388,556 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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