Retirement Evolutions Wealth Management LLC
Retirement Evolutions Wealth Management LLC (CRD# 146931) is a financial advisory firm headquartered in Tucson, AZ. They manage $56,362,624 in 434 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Retirement Evolutions Wealth Management LLC
By the Numbers
-
Total Assets Under Management56MILLION
-
Total Number of Accounts434ACCOUNTS
-
Average Account Value$129,868
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ
Financial Advisors at Retirement Evolutions Wealth Management LLC
1
Jon Magoch (CRD# 5517365) is an Investment Advisor Representative working at Retirement Evolutions Wealth Management LLC in Tucson, AZ and has over 15 years of experience in the finance industry.
2
Jeremy Neis (CRD# 6527415) is an Investment Advisor Representative working at Retirement Evolutions Wealth Management LLC in Tucson, AZ and has over 7 years of experience in the finance industry.
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