CRD: 320737
Retirement Income Strategies Inc.
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- Custodian
- Charles Schwab & Company · Voya Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-31-2022
- Office Locations
- 1
Office Locations
About Retirement Income Strategies Inc.
Retirement Income Strategies, Inc. is an independent Florida-registered RIA and fiduciary led by founder Alan P. Neese (advising since 1982). The firm serves individuals, businesses, and nonprofits with goal-based retirement income and investment planning, portfolio management, and estate/legacy and business-continuation planning, coordinating with legal and tax pros. Emphasis on asset allocation, low-cost, tax-efficient portfolios—primarily implemented with ETFs—and custody includes Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Alan Paul Neese
Chief Compliance Officer, Financial Advisor, President
- CRD
- #2146103
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,150,291 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,150,291 | -- |
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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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