Retirement Money Management

Retirement Money Management (CRD# 145149) is a financial advisory firm headquartered in Sarasota, FL. They manage $32,292,792 in 84 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5001 Lakewood Ranch Blvd, Suite 105, Sarasota, FL 34240
http://www.retirementmoneymanagement.com/
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $384,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Retirement Money Management
Showing 1 - 1 of 1 top financial advisors.
1
Robert Lee, financial advisor Sarasota FL
Robert L. Lee
CRD#: 1170833
2 N. Tamiami Trail #400, Sarasota, FL 34236

Robert Lee (CRD# 1170833) is an Investment Advisor Representative working at Retirement Money Management in Sarasota, FL and has over 39 years of experience in the finance industry.

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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