Specialized Retirement Consultants LLC

EST. AUM
$186,581,947

CONTACTS
1

CLIENT ACCOUNTS
2,185

Firm Details

Metro area Green Bay
CRD Number 317027
Website specializedretire.com
Client types

Overview

Specialized Retirement Consultants LLC is an SEC-registered investment adviser focused on retirement plan consulting and fiduciary investment advisory services. Organized as a Michigan-based limited liability company, the firm primarily serves pension and profit-sharing plans, including defined contribution plans, with a smaller allocation to individual clients. The firm provides non-discretionary and discretionary advisory services, emphasizing investment selection, monitoring, and plan-level fiduciary support. With a highly concentrated professional structure, Specialized Retirement Consultants delivers tailored retirement-focused advice designed to align with ERISA standards, cost efficiency, and long-term participant outcomes. The firm operates independently and maintains a specialized niche within institutional retirement advisory services.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Specialized Retirement Consultants LLC

Platform Details

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