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- Custodian
- Charles Schwab & Company · Transamerica
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-18-2018
- Office Locations
- 1
Office Locations
About Retegy LLC
Retegy LLC is a registered investment adviser (CA/WA) led by Vladimir Kouznetsov, EA, CFP®, focused on holistic retirement and financial planning for individuals nearing or in retirement. The firm uses RightCapital for account aggregation, daily updates, scenario modeling, and stress-testing plans, with a quick online onboarding and retirement readiness assessment. Portfolios are implemented primarily with public funds and ETFs, with custody including Schwab.
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Owner & Executives
VLADIMIR KOUZNETSOV
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6297202
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,084,503 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,084,503 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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