Investment adviser · CRD 128609
GOTTA RETIREMENT SERVICES,INC.
Investment adviser filing (IA)
GOTTA RETIREMENT SERVICES, INC.
BRAINTREE, MA, United States · Form ADV filed Feb 27, 2012
- Regulatory AUM
- $29.1M Form ADV · Item 5.F
- Client accounts
- 871 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe 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: Feb 27, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
817 WASHINGTON STREETBRAINTREE, MA, 02184, United States
CRD 128609
Filing source
Form ADV 615153 · Feb 27, 2012 · 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.