RIA Intel›Advisers›BILL LOSEY RETIREMENT SOLUTIONS, LLC

BILL LOSEY RETIREMENT SOLUTIONS, LLC

Advisory

N·

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM
$40M
1-Year AUM Growth
0.0%
3-Year CAGR
+0.6%
Employees
1
Assets Under Management
Total AUM$40M
Discretionary AUM$0
Non-Discretionary AUM$40M
Discretionary %0%
Total Clients54
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record15
First FilingJun 6, 2013
Latest FilingMar 23, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
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👥 Owners & Officers

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🏦 Client Demographics

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