RETIREMENT RESOURCES INVESTMENT CORPORATION

PEABODY, Massachusetts·2 registered advisors·CRD# 47723
SEC# 801-646580978-536-9000
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at RETIREMENT RESOURCES INVESTMENT CORPORATION

2 registered advisors
James Franklin Phillips
PEABODY, Massachusetts
Patrick P Mcginn
PEABODY, Massachusetts
05

Office Locations

PEABODY, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. RETIREMENT RESOURCES INVESTMENT CORPORATION (CRD# 47723) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.