Retirement Alliance, Inc. is a large advisory firm based in Manchester. It manages $85.19 million of regulatory assets for 78 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, New Hampshire, and Rhode Island.
Retirement Alliance provides portfolio management for businesses and institutional clients and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Retirement Alliance, Inc. is $85.19 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Retirement Alliance, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ellen Marie Quinlan has been acting as President since 1 Jan 1995. Robert Blair joined the executive team most recently as the Ceo.
The principal office where Retirement Alliance, Inc. performs its advisory services is located at 77 Pearl Street, Manchester, NH 03101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 603-647-5600 or by fax 603-647-6040. The normal business hours are 9 - 5 on Monday - Friday. You can find more information about the New York firm at www.retirementalliance.com.