CRD: 300925
Retireright Consulting Group
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- Custodian
- Empower · LPL Financial · Prudential
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-17-2019
- Office Locations
- 3
Office Locations
About Retireright Consulting Group
Premier Banking (premierbanking.bank) positions itself as a local community bank serving local businesses and households. The site highlights support for local business, personalized “house hunting” home-loan guidance, and home equity options for uses like remodeling, education expenses, and debt consolidation, with online account opening available.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DIRK MATTHEW DIXON
Financial Advisor, General Partner, Managing Member
- CRD
- #2908497
- Ownership
- 25% but less than 50%
HENRY DANFORTH KINNEY JR
Chief Compliance Officer, Managing Member
- CRD
- #2009424
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Kyle Lippold
Owner
- CRD
- #5627120
Timothy Joseph Olejniczak
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- CRD
- #6331411
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $220,749,869 | $316,261 |
| Non-Discretionary | $340,379,380 | $9,725,125 |
| Total | $561,129,249 | $765,524 |
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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 |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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