CRD: 333393
Ideal Retirement Solutions
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-23-2025
- Office Locations
- 1
Office Locations
About Ideal Retirement Solutions
Ideal Retirement Solutions is an SEC-registered RIA serving retirees and those approaching retirement with retirement planning, portfolio management, and coordinated tax and estate planning. The team builds personalized, diversified investment strategies focused on preserving wealth and meeting income and legacy goals. Clients can engage via a RightCapital client portal, and the firm also offers fixed insurance products separate from its advisory services.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Corey J Cyr
Chief Compliance Officer, Managing Member
- CRD
- #6821309
- Ownership
- 50% but less than 75%
JEFFREY JOZSEF TAMAS
Chief Executive Officer
- CRD
- #6481613
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Scott John Long
--
- CRD
- #7517224
Christian Sahlmann
--
- CRD
- #6498920
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,519,511 | $207,945 |
| Non-Discretionary | $0 | -- |
| Total | $123,519,511 | $207,945 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing