RETIREMENT DESIGN & MANAGEMENT INC

WESTPORT, Connecticut·6 registered advisors·CRD# 106067
SEC# 801-47206203-255-0222
01

Firm Overview

AUM
$599M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RETIREMENT DESIGN & MANAGEMENT INC

6 registered advisors
Elena Anne Dimiceli
WESTPORT, Connecticut
Jill Christine Bodossian
WESTPORT, Connecticut
Jonathan James Bartlett
WESTPORT, Connecticut
Ronald D Weiner
WESTPORT, Connecticut
Stacie Ann Sweeney
WESTPORT, Connecticut
Thomas Owen Mayper
WESTPORT, Connecticut
05

Office Locations

WESTPORT, Connecticut
6 advisors

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Data sourced from SEC Form ADV filings. RETIREMENT DESIGN & MANAGEMENT INC (CRD# 106067) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.