$166.1M Total AUM
$166.1M Disc. AUM
11.9% 3Y CAGR
3 Employees
391 ADV. Clients
16 yrs Firm Age
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- Custodian
- Assetmark · Fidelity/NFS · Security Benefit
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-09-2010
- Office Locations
- 1
Office Locations
1625 N Opdyke RD Auburn Hills MI
About Retirement Resources, LLC
Retirement Resources, LLC is a Auburn Hills-based RIA. The firm has been operating for 16 years. Managing $166.1M in total assets under management, with 3 advisory representatives. They custody assets with Assetmark and Fidelity/NFS.
Team overview
50 AVG AGE
$55.4M AVG AUM / ADVISOR
$424.9K AVG AUM / CLIENT
11.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DAVID MARTIN BOIKE
Chief Compliance Officer, Managing Member, President
- CRD
- #1034000
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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D
DAVID JAMES BOIKE
President
- CRD
- #5422247
Available
Available
Available
D
DANIEL WAYNE CHAPMAN JR.
Owner
- CRD
- #6120002
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $166,148,900 | $180,401 |
| Non-Discretionary | $0 | -- |
| Total | $166,148,900 | $180,401 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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