Retiremitten Financial LLC
● SEC registered since 2024CRD 300779SEC# 801-131308Clarkston, MI
Reg. AUM
$213.8M
Employees
5
Accounts
685
Location
Clarkston, MI
About Retiremitten Financial
RetireMitten Financial specializes in cross-border financial planning for Canadians living in the United States. It helps clients navigate dual-country tax and retirement complexities, with planning-only or planning-plus-investment-management options.
Summary based on the firm’s website.
Retiremitten Financial LLC assets under management
Retiremitten Financial LLC is a registered investment adviser overseen by the SEC based in Clarkston, MI. The firm has been registered since 2024. It reports $213.8 million in regulatory assets under management and employs 5 people.
Retiremitten Financial LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan D Haggard Control | Ceo & Cco | Over 75% | 2019 |
Frequently asked questions
How much does Retiremitten Financial LLC manage?
Retiremitten Financial LLC reports $213.8 million in regulatory assets under management on its Form ADV.
How many employees does Retiremitten Financial LLC have?
Retiremitten Financial LLC reports 5 employees.
Where is Retiremitten Financial LLC located?
Retiremitten Financial LLC is based in Clarkston, MI and has been SEC-registered since 2024.
Does Retiremitten Financial LLC disclose fund performance?
Retiremitten Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6548 Town Center Drive, Ste a, Clarkston, MI 48346 |
| Phone | 248-935-0470 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$213.8M▲ 63%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,389 advisers
EmployeesTop 62%
More than 38% of 16,799 advisers
Assets under management
$213.8Mregulatory AUM
Discretionary $213.8M