THE RETIREMENT SOLUTION LLC

REDMOND, Washington·3 registered advisors·CRD# 148106
SEC# 801-1137833425-558-3700
01

Firm Overview

AUM
$475M
Regulatory assets under management
Employees
31
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE RETIREMENT SOLUTION LLC

3 registered advisors
Carin Diane Sevigny
REDMOND, Washington
James Leroy Black
REDMOND, Ohio
Thomas Alan Black
REDMOND, Ohio
05

Office Locations

REDMOND, Ohio
2 advisors
REDMOND, Washington
1 advisor

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Data sourced from SEC Form ADV filings. THE RETIREMENT SOLUTION LLC (CRD# 148106) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.