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RETIREMENT INCOME SECURITY LLC

Advisory

Data as of Nov 2, 2023 · Source: SEC Form ADV

Average account

$2M

across 6 accounts

AUM per adviser

$5M

2 advisers

Source: SEC Form ADV. Figures as filed Nov 2, 2023.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InRI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

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LONGBOARD CAPITAL ADVISORS, LLC

$10M

FIVE STONE CAPITAL, LLC

$10M

AMWH ASSET MANAGEMENT LLC

$10M

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