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- Custodian
- Alerus · Charles Schwab & Company · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-07-2008
- Office Locations
- 1
Office Locations
About Retirement Collaborative LLC
Retirement Collaborative is a Harrisburg, PA-based investment adviser serving individuals and employer-sponsored retirement plans. The firm provides financial planning (“life plans”), risk profiling, and portfolio management focused on capital preservation and downside risk management, using low-cost approaches across individual securities, mutual funds, and ETFs. Clients can view aggregated accounts and real-time plan updates via a personalized wealth management website.
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Owner & Executives
STEPHEN GRAHAM HETRICK
Associate Software Engineer, Chief Compliance Officer
- CRD
- #3057828
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Matthew Russell Krupp
--
- CRD
- #6775984
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,934,846 | -- |
| Non-Discretionary | $85,455 | -- |
| Total | $45,020,301 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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