Specialized Retirement Consultants LLC
● SEC registered since 2023CRD 317027SEC# 801-127777
Reg. AUM
$186.6M
Employees
1
Accounts
2,185
Location
—
Specialized Retirement Consultants LLC assets under management
Specialized Retirement Consultants LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2023. It reports $186.6 million in regulatory assets under management and employs 1 people.
Specialized Retirement Consultants LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Tyler Jon Krzewina Control | Managing Member & Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Specialized Retirement Consultants LLC manage?
Specialized Retirement Consultants LLC reports $186.6 million in regulatory assets under management on its Form ADV.
How many employees does Specialized Retirement Consultants LLC have?
Specialized Retirement Consultants LLC reports 1 employees.
Does Specialized Retirement Consultants LLC disclose fund performance?
Specialized Retirement Consultants LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (906) 236-5500 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$186.6M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$186.6Mregulatory AUM
Discretionary $376KNon-discretionary $186.2M