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RESERVOIR RETIREMENT MANAGEMENT, LLC
RESERVOIR RETIREMENT MANAGEMENT, LLC
RESERVOIR WEALTH MANAGEMENT
LIMA, Ohio
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1 registered advisor
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CRD# 293131
SEC# 801-122212
0
567-289-2100
01
Firm Overview
AUM
$152M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Other: TAX PREPARATION
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at RESERVOIR RETIREMENT MANAGEMENT, LLC
1 registered advisor
Jared Thomas Walsh
LIMA, Ohio
CRD# 4844150
05
Office Locations
LIMA, Ohio
1 advisor
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Data sourced from SEC Form ADV filings. RESERVOIR RETIREMENT MANAGEMENT, LLC (CRD# 293131) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.