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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2019
- Office Locations
- 2
Office Locations
About Retirable
Retirable is a New York-based RIA offering holistic retirement planning and discretionary investment management designed for cash flow, stability, and growth. Clients get a dedicated fiduciary advisor, a dynamic retirement investment and income plan with a “safe-to-spend” monthly paycheck, and ongoing guidance on major retirement decisions (income, healthcare, lifestyle). Portfolios are primarily ETF-based and paired with a high-yield cash account plus $1M identity theft insurance. Featured on Good Morning America.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT TYLER END
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5500003
- Ownership
- 10% but less than 25%
IAN DANIEL YAMEY
Advisor, Chief Technology Officer
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
Sami Boghos
--
- CRD
- #7405894
Jonah Matthew Coleman
Financial Advisor
- CRD
- #6219970
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $300,968,274 | $136,185 |
| Non-Discretionary | $0 | -- |
| Total | $300,968,274 | $136,185 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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