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Amy Kim Holzer

RETIREMENT INCOME SOLUTIONS, INC.·ANN ARBOR, Michigan
Unclaimed Profile
2301 PLATT ROAD, ANN ARBOR, MI 48104CRD# 4862212Firm CRD# 110145
01

About

Amy Kim Holzer is a registered financial advisor based in ANN ARBOR, Michigan, affiliated with RETIREMENT INCOME SOLUTIONS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RETIREMENT INCOME SOLUTIONS, INC.
RETIREMENT INCOME SOLUTIONS, INC.
AUM
$2.4B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at RETIREMENT INCOME SOLUTIONS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4862212
Firm CRD# 110145
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amy Kim Holzer offer?
Amy Kim Holzer specializes in Financial Planning, Investment Management. Contact their office in ANN ARBOR, Michigan for a consultation.
What are Amy Kim Holzer's credentials?
Amy Kim Holzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Kim Holzer located?
Amy Kim Holzer is based in ANN ARBOR, Michigan, working with RETIREMENT INCOME SOLUTIONS, INC.. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.
How does Amy Kim Holzer charge for services?
Amy Kim Holzer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RETIREMENT INCOME SOLUTIONS, INC.?
RETIREMENT INCOME SOLUTIONS, INC. has approximately 23 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideBIRMINGHAM GuideTROY Guide
Research
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