RETIREMENT RESEARCHER, LLC
Latest filing: Apr 16, 2025 (106 days ago)
AUM
$0
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
2
-33% change vs. 1 year ago
-33% change vs. 3 years ago
100% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
TYSONS, VA
1900 GALLOWS ROAD, TYSONS, VA, UNITED STATES, 22182
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.0 |
| Total | $0.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| MCLEAN ASSET MANAGEMENT CORPORATION | $0.8 | 108067 | |
| MCLEAN INSURANCE SOLUTIONS, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
7 active
| Name | Title |
|---|---|
| MURGUIA, ALEJANDRO | MEMBER AND CHIEF COMPLIANCE OFFICER |
| UMEMOTO, DEAN, TAKAYUKI | MEMBER |
| PFAU, WADE | MEMBER |
| FRIEDMAN, PAULA, BONNIE | MEMBER |
| FRENCH, ROBERT, TIMOTHY | TRUSTEE |
| FRENCH, VIRGINIA, TING-SHU | TRUSTEE |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.0 | $0.0 | 0% | 2 | 0 | 0% |
| 2025-04-21 | $0.0 | $0.0 | 0% | 2 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.0 | 0% | 3 | -1 | -33% |
| 2023-04-04 | $0.0 | $0.0 | 0% | 3 | -1 | -33% |
| 2022-04-01 | $0.0 | $0.0 | 0% | 3 | -1 | -33% |
| 2021-04-05 | $0.0 | $0.0 | 0% | 3 | -1 | -33% |
| 2020-04-01 | $0.0 | $0.0 | 0% | 1 | 1 | 100% |
| 2019-04-01 | $0.0 | $0.0 | 0% | 1 | 1 | 100% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| VA, AK-09/05/2023, AL-04/29/2022, AZ-08/18/2020, CA-01/22/2019, CO-03/31/2020, CT-08/18/2020, FL-03/20/2020, GA-08/18/2020, HI-12/03/2021, IA-11/24/2020, ID-12/05/2022, IL-02/14/2019, IN-08/18/2020, KS-12/03/2021, KY-10/07/2021, LA-01/22/2019, MA-11/24/2020, MD-03/20/2020, ME-01/22/2019, MI-01/22/2019, MN-01/22/2019, MO-12/03/2021, MT-05/08/2023, NC-03/20/2020, NE-08/18/2020, NH-11/29/2018, NJ-08/26/2020, NM-12/03/2021, NV-08/18/2020, NY-01/22/2019, OH-08/18/2020, OK-09/27/2021, OR-08/18/2020, PA-01/22/2019, RI-04/16/2025, SC-01/29/2021, TN-01/29/2021, TX-01/22/2019, UT-12/03/2021, VA-01/22/2019, VT-03/06/2023, WA-03/20/2020, WI-08/18/2020 |
| ADVISER ACTIVITIES |
|
MANAGER SELECTION NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV