R
$41.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
87 ADV. Clients
17 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-19-2008
- Office Locations
- 1
Office Locations
5001 Lakewood Ranch Blvd. Suite 105 Sarasota FL
About Retirement Money Management
Retirement Money Management is a Sarasota-based RIA. The firm has been operating for 17 years. Managing $41.6M in total assets under management, with 1 advisory representatives. They custody assets with Pershing.
Team overview
-- AVG AGE
$41.6M AVG AUM / ADVISOR
$478.2K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ROBERT LEWIS LEE
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, Financial Consultant, President
- CRD
- #1170833
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $41,605,216 | $150,000 |
| Total | $41,605,216 | $150,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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