D
CRD: 127559
Dental Retirement Strategies, Inc.
Johns Creek, GA
4049093131
$13.5M Total AUM
$13.5M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
22 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-24-2003
- Office Locations
- 1
Office Locations
600 Houze WAY Suite D5 Roswell GA
About Dental Retirement Strategies, Inc.
Dental Retirement Strategies, Inc. is a Johns Creek-based RIA. The firm has been operating for 22 years. Managing $13.5M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$13.5M AVG AUM / ADVISOR
$564.0K AVG AUM / CLIENT
22.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
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Asset Classes
Capital Signal catalyst
Client Personas
Meridian
Investment Themes
Beacon Summit
Investment Vehicles
Catalyst
Services
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Owner & Executives
R
RAYMOND FREDERICK WILLEFORD III
Chief Compliance Officer, President, Vice President
- CRD
- #1453192
- Ownership
- 75% or more
(594) 601-6772
peak.ember@summitcapital.com
in linkedin.com/in/insight-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,535,243 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,535,243 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,535,243
Equity - Exchange:
28.7% U.S. Government/Agency:
34.7% Cash:
36.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,533,492,517 | 28.7% |
| U.S. Government/Agency | $3,063,142,520 | 34.7% |
| Cash | $3,230,865,021 | 36.6% |
| Total | $8,827,500,058 | 100.0% |