S
CRD: 317027
Specialized Retirement Consultants LLC
$186.6M Total AUM
$375.5K Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-29-2021
- Office Locations
- 1
Office Locations
-- Marquette MI
About Specialized Retirement Consultants LLC
Specialized Retirement Consultants LLC is a Marquette, Michigan RIA serving retail and institutional clients with financial and investment planning, retirement plan consulting, portfolio construction, and insurance/life insurance and business succession support. The practice emphasizes asset allocation using mutual funds, fixed income, and annuity solutions, and works with custodians including Charles Schwab.
Team overview
-- AVG AGE
$186.6M AVG AUM / ADVISOR
$37.3M AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
TYLER JON KRZEWINA
Chief Compliance Officer, Managing Member
- CRD
- #5386852
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $375,535 | $187,768 |
| Non-Discretionary | $186,206,412 | $85,298 |
| Total | $186,581,947 | $85,392 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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