CRD: 318052
Retirement Income Strategies, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-08-2022
- Office Locations
- 1
Office Locations
About Retirement Income Strategies, LLC
National Psychiatry, LLC is a Florida physician-owned mental health practice serving adult and geriatric patients, with a focus on supporting post-acute care facilities. Board-certified psychiatric mental health practitioners work under local psychiatrist supervision and coordinate closely with existing care teams for integrated behavioral and physical health management. The firm also handles billing/documentation and emphasizes state regulations and CMS compliance to reduce audit risk.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KRISTIAN L FINFROCK
Chief Compliance Officer, Financial Advisor, President
- CRD
- #5421676
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,021,823 | $167,922 |
| Non-Discretionary | $0 | -- |
| Total | $159,021,823 | $167,922 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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