CRD: 126079
KBR Retirement & Investment Solutions
$52.8M Total AUM
$52.8M Disc. AUM
-- 3Y CAGR
1 Employees
149 ADV. Clients
23 yrs Firm Age
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- Custodian
- Folio Investments
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-23-2003
- Office Locations
- 1
Office Locations
1B Commons DR Unit 13A Londonderry NH
About KBR Retirement & Investment Solutions
KBR Retirement & Investment Solutions is a Londonderry, NH registered investment adviser providing financial/wealth planning, estate planning, and portfolio construction with asset management and insurance considerations. The firm’s managed accounts are primarily ETF-based, reflecting an emphasis on diversified, model-driven asset allocation, and it reports using Folio Investments for custody/administration.
Team overview
52 AVG AGE
$52.8M AVG AUM / ADVISOR
$354.5K AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Pathway Momentum
Investment Themes
Frontier Radial
Investment Vehicles
Value zenith
Services
Focus Optima crest Vital harbor Meridian Pathway Catalyst momentum Horizon
Owner & Executives
BERNARD HAROLD ROSS III
Financial Advisor, Managing Member
- CRD
- #2780012
- Ownership
- 75% or more
(608) 811-7637
north.signal@atlascapital.com
in linkedin.com/in/frontier-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,822,949 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,822,949 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,822,949
Equity - Exchange:
46.7% Cash:
53.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,491,359,994 | 46.7% |
| Cash | $2,843,457,981 | 53.3% |
| Total | $5,334,817,975 | 100.0% |