S
$60.0M Total AUM
$60.0M Disc. AUM
-- 3Y CAGR
2 Employees
61 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Oppenheimer
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-05-2014
- Office Locations
- 2
Office Locations
107 East 38th St. 3A NEW York NY
170 Changebridge RD Unit D5-1 Montville NJ
About S Squared Retirement Solutions LLC
S Squared Retirement Solutions LLC is a Montville-based RIA with 2 offices. The firm has been operating for 11 years. Managing $60.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Oppenheimer.
Team overview
60 AVG AGE
$30.0M AVG AUM / ADVISOR
$983.6K AVG AUM / CLIENT
6.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
KEVIN PATRICK SAIA
Chief Compliance Officer, Managing Member
- CRD
- #2305710
- Ownership
- 75% or more
Available
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Amy Alice Marchitello
--
- CRD
- #7080669
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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