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RETIREMENT INCOME STRATEGIES INC.

Advisory

PALM BEACH GARDENS, FL

Data as of Jan 5, 2026 · Source: SEC Form ADV

Rank in FL
#1,450
of 2,610 advisers by AUM
Average account
$387K
across 189 accounts
AUM per adviser
$73M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM
$73M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$73M
Discretionary AUM$73M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients127
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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