Be advised. This firm is no longer registered.

Retirement Design & Management Inc.

Retirement Design & Management Inc. (CRD# 106067) is a financial advisory firm headquartered in Westport, CT. They manage $599,078,586 in 988 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
1555 Post Road East, Westport, CT 06880
http://www.rdmfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    599
    MILLION
  • Total Number of Accounts
    988
    ACCOUNTS
  • Average Account Value
    $606,355
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, LA, MA, NH, NJ, NY, PA, TX, VA, VT

Financial Advisors at Retirement Design & Management Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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