Retirement Doctor, LLC
Retirement Doctor, LLC (CRD# 144980) is a financial advisory firm headquartered in Suffield, CT. They manage $47,456,732 in 96 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management47MILLION
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Total Number of Accounts96ACCOUNTS
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Average Account Value$494,341
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, PR
Financial Advisors at Retirement Doctor, LLC
1
Enrique Alvarez (CRD# 820409) is an Investment Advisor Representative working at Retirement Doctor, LLC in Suffield, CT and has over 41 years of experience in the finance industry.
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