Investment adviser · CRD 157639

F-SQUARED RETIREMENT SOLUTIONS

Investment adviser filing (IA)

F-SQUARED RETIREMENT SOLUTIONS, LLC

WELLESLEY, MA, United States · Form ADV filed Sep 16, 2015

Regulatory AUM
$81.6M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
57
Reported in this filing
Advisory professionals
13
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 16, 2015. View historical filings

Reported services

Business portfolio management

Compensation

Percentage of assets

Principal office

80 WILLIAM STREET, SUITE 400
WELLESLEY, MA, 02481, United States

CRD 157639

Filing source

Form ADV 947005 · Sep 16, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.