Asset & Retirement Investment Associates, LLC is a large advisory firm based in Guilford. It manages $150.43 million of regulatory assets for 199 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Connecticut, Nebraska, New Hampshire, and New York.
Asset & Retirement Investment Associates provides portfolio management for individuals and small businesses, pension consulting services, and ad-hoc services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Asset & Retirement Investment Associates, LLC is $150.43 million. The firm's AUM has grown by 382% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Asset & Retirement Investment Associates, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Asset & Retirement Investment Associates, LLC performs its advisory services is located at 2614 Boston Post Road, Guilford, CT 06437, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-453-9075 or by fax 203-453-1097. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at gsbwealth.com.