Complete Retirement Management Inc is a large advisory firm based in Ventura. It manages $235.73 million of regulatory assets for 1,835 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Oregon, and Texas.
Complete Retirement Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Complete Retirement Management Inc is $235.73 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Complete Retirement Management Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Stephen Joseph Kipp has been acting as President since 1 Jan 1999. Darrell John Drummond joined the executive team most recently as the 24% Shareholder/ Regional Vp.
The principal office where Complete Retirement Management Inc performs its advisory services is located at 950 County Square Drive, Ventura, CA 93003, which is also the mailing address of the firm. An additional office of the firm is in Lodi, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 805-650-7654 or by fax 805-650-0389. The normal business hours are mon - thr 8:00 am - 5:00 pm on Other.