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- Custodian
- Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-15-2021
- Office Locations
- 2
Office Locations
About Retirement Systems LLC
Retirement Systems LLC provides holistic, full-service retirement planning nationwide for people planning, approaching, or in retirement. The team focuses on analyzing each client’s specific retirement system and educating them on options (at no charge) before tailoring asset allocation/risk, income and legacy planning, and tax strategies across pensions, Social Security, 401(k)/deferred comp, IRAs, and insurance. Portfolios are primarily ETF-based and may be custodied at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GIANNI PJETER PERKOVIC
Chief Compliance Officer, Chief Investment Officer, Co-Chief Executive Officer, President
- CRD
- #7065227
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Joseph Berishaj
--
- CRD
- #7031258
EDUARDO CALDERA
--
- CRD
- #4777070
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,493,727 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,493,727 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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