Retiresmart Consulting, LLC

Retiresmart Consulting, LLC (CRD# 147693) is a financial advisory firm headquartered in Princeton, NJ. They manage $32,702,179 in 57 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
103 Carnegie Center, Suite 300 A, Princeton, NJ 08540
http://www.retiresmartconsulting.com
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $573,722
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Retiresmart Consulting, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Shikha Mittra, financial advisor Princeton NJ
Shikha Mittra
CRD#: 2316774
103 Carnegie Center, Suite 300 A, Princeton, NJ 08540

Shikha Mittra (CRD# 2316774) is an Investment Advisor Representative working at Retiresmart Consulting, LLC in Princeton, NJ and has over 30 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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