Bill Losey Retirement Solutions, LLC is a mid-sized advisory firm based in Greenwich. It manages $33.46 million of regulatory assets for 120 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of New York.
Bill Losey Retirement Solutions provides financial planning services, portfolio management for individuals and small businesses, and consulting / seminars. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bill Losey Retirement Solutions, LLC is $33.46 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bill Losey Retirement Solutions, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Bill Losey Retirement Solutions is individuals with 47 clients and $17.24 million of assets under management. Among the 4 most similar advisory firms, Bill Losey Retirement Solutions has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $33.46 million for 57 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Bill Losey Retirement Solutions doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Bill Losey Retirement Solutions, LLC performs its advisory services is located at 2158 State Route 29, Greenwich, NY 12834, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 518-855-4065 or by fax 518-844-4064. The normal business hours are 9:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at billlosey.com.