Bill Losey Retirement Solutions, LLC
● SEC registered since 2013CRD 140731SEC# 801-78201
Reg. AUM
$39.6M
Employees
1
Accounts
102
Location
—
Bill Losey Retirement Solutions, LLC assets under management
Bill Losey Retirement Solutions, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2013. It reports $39.6 million in regulatory assets under management and employs 1 people.
Bill Losey Retirement Solutions, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William Albert Losey Control | Principal & Managing Partner & Chief Compliance Officer | Over 75% | 2005 |
Frequently asked questions
How much does Bill Losey Retirement Solutions, LLC manage?
Bill Losey Retirement Solutions, LLC reports $39.6 million in regulatory assets under management on its Form ADV.
How many employees does Bill Losey Retirement Solutions, LLC have?
Bill Losey Retirement Solutions, LLC reports 1 employees.
Does Bill Losey Retirement Solutions, LLC disclose fund performance?
Bill Losey Retirement Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 518-708-9925 |
| Office hours | 9:00 a.m. To 4:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$39.6M▲ 6%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$39.6Mregulatory AUM
Discretionary $0Non-discretionary $39.6M