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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-05-2021
- Office Locations
- 1
Office Locations
About Retired Capital LLC
Retired Capital LLC is a New York-based, full-service wealth manager providing portfolio management and retirement-focused planning, including estate and income-tax strategies and long-term care considerations. The firm targets pre-retirees and retirees with $1M+ portfolios and publishes specialized guidance for NHL/AHL players and Boeing employees. Portfolios are ETF-centric and custody includes Charles Schwab & Co.
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Owner & Executives
Nikolaos Paloumbis
Chief Compliance Officer, Founder, Managing Member
- CRD
- #6165537
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,895,615 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,895,615 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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