CRD: 147693
Retiresmart Consulting, Llc.
$52.0M Total AUM
$34.0M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
18 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-25-2008
- Office Locations
- 1
Office Locations
103 Carnegie Center Suite 300 A Princeton NJ
About Retiresmart Consulting, Llc.
Retire Smart Consulting is a Princeton, NJ-based, fee-only fiduciary advisory firm providing comprehensive financial and retirement planning plus investment management for busy high-net-worth individuals and small-to-midsize businesses and nonprofits. The firm does not earn commissions. Portfolios are primarily implemented with ETFs and other publicly registered funds.
Team overview
-- AVG AGE
$52.0M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
18 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
SHIKHA MITTRA
Financial Planner, President
- CRD
- #2316774
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,000,000 | -- |
| Non-Discretionary | $18,000,000 | -- |
| Total | $52,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Other:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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