Retirement Resources Investment Corporation
● SEC registered since 2005CRD 47723SEC# 801-64658Andover, MA
Reg. AUM
$2.44B
Employees
7
Accounts
299
Location
Andover, MA
Retirement Resources Investment Corporation assets under management
Retirement Resources Investment Corporation is a registered investment adviser overseen by the SEC based in Andover, MA. The firm has been registered since 2005. It reports $2.4 billion in regulatory assets under management and employs 7 people.
Retirement Resources Investment Corporation owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Franklin Phillips Control | Vice President | Under 5% | 2022 |
| Patrick P McGinn Control | President And Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Retirement Resources Investment Corporation manage?
Retirement Resources Investment Corporation reports $2.4 billion in regulatory assets under management on its Form ADV.
How many employees does Retirement Resources Investment Corporation have?
Retirement Resources Investment Corporation reports 7 employees.
Where is Retirement Resources Investment Corporation located?
Retirement Resources Investment Corporation is based in Andover, MA and has been SEC-registered since 2005.
Does Retirement Resources Investment Corporation disclose fund performance?
Retirement Resources Investment Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 New England Business Center Drive, Suite 107, Andover, MA 01810 |
| Phone | 978-536-9000 |
| Fax | 978-535-7777 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.44B▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$2.44Bregulatory AUM
Discretionary $146.2MNon-discretionary $2.3B