Retiresmart Consulting, LLC
Retiresmart Consulting, LLC (CRD# 147693) is a financial advisory firm headquartered in Princeton, NJ. They manage $9,500,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$237,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Shikha Mittra (CRD# 2316774) is an Investment Advisor Representative working at Retiresmart Consulting, LLC in Princeton, NJ and has over 23 years of experience in the finance industry. Shikha Mittra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.