Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
200036697
SEC advisor number
801-70918
FINRA CRD number
139009
AUM ?
$265.21 mm
(as of 29 Mar 24)
Accounts
666
(as of 29 Mar 24)
Employees
6
(2 investment advisory or research)
Address
Retirement Capital Strategies
1190 SARATOGA AVENUE
STE 140
SAN JOSE
CA 95129
1190 SARATOGA AVENUE
STE 140
SAN JOSE
CA 95129
Phone
(408) 551-6100
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22
13F-HR
Quarterly holdings report by institutional manager
28 Oct 21