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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-22-2023
- Office Locations
- 1
Office Locations
About Retirement Solutions LLC
Retirement Solutions LLC is a Los Angeles-based RIA focused on retirement planning for single women (often widowed or divorced) ages 45+. The firm provides a financial wellness planning program, Social Security claiming guidance, and ongoing investment management, aligning portfolios to each client’s risk tolerance, goals, and values. Reported implementation includes ETF and mutual fund exposure, with Altruist among its custodians.
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Owner & Executives
STEVEN MICHAEL SINGER
Chief Compliance Officer, Partner, PRINCIPAL
- CRD
- #1574405
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $27,568,657 | -- |
| Total | $27,568,657 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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