CRD: 286611
Retirement Income Advisory Group LLC
$57.6M Total AUM
$57.6M Disc. AUM
-- 3Y CAGR
1 Employees
161 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-15-2018
- Office Locations
- 1
Office Locations
1460 US HWY 9 North Suite 210a Woodbridge NJ
About Retirement Income Advisory Group LLC
Retirement Income Advisory Group LLC is a Woodbridge-based RIA. The firm has been operating for 8 years. Managing $57.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
44 AVG AGE
$57.6M AVG AUM / ADVISOR
$358.0K AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DENNY FRASIOLAS
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5147215
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,634,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,634,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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