Retirement Income Solutions, Inc.
● SEC registered since 2010CRD 110145SEC# 801-71319Ann Arbor, MI
Reg. AUM
$2.97B
Employees
26
Accounts
1,274
Location
Ann Arbor, MI
Retirement Income Solutions, Inc. assets under management
Retirement Income Solutions, Inc. is an investment advisory firm registered with the SEC based in Ann Arbor, MI. The firm has been registered since 2010. It reports $3 billion in regulatory assets under management and employs 26 people.
Retirement Income Solutions, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Kim Holzer Control | Chief Operating Officer | 5-10% | 2026 |
| Brock Elliot Hastie Control | Managing Partner | 25-50% | 2012 |
| Evan Christopher Leroy | Shareholder | 5-10% | 2023 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Retirement Income Solutions, Inc. manage?
Retirement Income Solutions, Inc. reports $3 billion in regulatory assets under management on its Form ADV.
How many employees does Retirement Income Solutions, Inc. have?
Retirement Income Solutions, Inc. reports 26 employees.
Where is Retirement Income Solutions, Inc. located?
Retirement Income Solutions, Inc. is based in Ann Arbor, MI and has been SEC-registered since 2010.
Does Retirement Income Solutions, Inc. disclose fund performance?
Retirement Income Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2301 Platt Road, Suite 300, Ann Arbor, MI 48104 |
| Phone | 734-769-7727 |
| Fax | 734-662-6680 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1730386 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.97B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$2.97Bregulatory AUM
Discretionary $2.97B