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Retirement Counseling Associates, LLC

Retirement Counseling Associates, LLC is an inactive RIA.

Advisors (0)

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No advisors listed.

Firm Assets Under Management

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$55.4M
Total Assets
578
Accounts
$95.8K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Frederick Louis Munk Member 11/01/1998
Susan Jean Hunter Chief Compliance Officer 05/01/2009

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
191 Post Road West
Westport , CT 06880
Phone Number: (203) 222-9393

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees