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- Custodian
- Ascensus · Charles Schwab & Company · John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-25-2024
- Office Locations
- 1
Office Locations
About Retirement Solutions
Retirement and Investment Solutions, LLC serves individuals, families, and businesses in the Rio Rancho/Albuquerque, NM area with financial planning and ongoing asset management, with an emphasis on retirement planning, business planning, and insurance-based risk management. The firm also reviews clients’ tax situations for potential tax-reduction opportunities and provides advisory services through Redwood Private Wealth (SEC-registered RIA).
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Investment Themes
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Owner & Executives
LARRY ROBERT BLADES
Chief Compliance Officer, Managing Member
- CRD
- #4593659
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,822,556 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,822,556 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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