CRD: 47723
Retirement Resources Investment Corporation
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- Custodian
- Ascensus ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-14-1999
- Office Locations
- 1
Office Locations
About Retirement Resources Investment Corporation
Retirement Resources Investment Corporation (MA) delivers financial and investment planning, portfolio construction, and estate/wealth planning for individuals, including entrepreneurs. The firm emphasizes asset allocation and risk management using public funds and ETFs, with some alternative/hedge fund exposure. Custody includes Fidelity/NFS. A distinctive touchpoint for distribution: it runs RRFIC, a cost- and product-free public education center with videos, calculators, and planning resources.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PATRICK P MCGINN
Advisor, Chief Compliance Officer, President
- CRD
- #2547975
- Ownership
- 75% or more
JAMES FRANKLIN PHILLIPS
Founder, VICE PRESIDENT
- CRD
- #858532
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,171,562 | $676,720 |
| Non-Discretionary | $2,298,467,957 | $27,692,385 |
| Total | $2,444,639,519 | $8,176,052 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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