CRD: 288425
Isadore Retirement Group, LLC
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-23-2017
- Office Locations
- 1
Office Locations
About Isadore Retirement Group, LLC
Isadore Retirement Group is a fee-only, independent retirement and wealth management firm founded by Neil Witowski. The firm partners with employers to evaluate and improve 401(k), 403(b), 457 and IRA offerings, delivering fee transparency (often distilled into a one-page report), side-by-side competitive comparisons and independent participant education. Investment implementation is primarily ETF-based, with some fixed income and cash, and is not tied to any single retirement provider.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
NEIL EDWARD WITKOWSKI
Chief Executive Officer, Chief Investment Officer, Founder, Managing Member
- CRD
- #4417159
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,243,168 | -- |
| Non-Discretionary | $322,223 | -- |
| Total | $6,565,391 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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