Retirement Advisory Services Corp. (Fort Washington)

Name: Retirement Advisory Services Corp.
Address: 1300 Virginia Drive, Fort Washington, PA, 19034
Telephone: 215-628-8500

Retirement Advisory Services Corp. is a large advisory firm based in Fort Washington. It manages $116.2 million of regulatory assets for 257 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida, New Jersey, and Pennsylvania.

Retirement Advisory Services Corp provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Retirement Advisory Services Corp: assets under management

The assets under management (AUM) of Retirement Advisory Services Corp. is $116.2 million. The firm's AUM has grown by 55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $62.94 million in discretionary accounts and $53.25 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $425.3 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $488.57 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Retirement Advisory Services Corp. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Retirement Advisory Services Corp.

Patricia Hale Sobel has been acting as President since 1 Jun 2009. John Robert Schwartz joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Elliott Dennis Freiberg	President	1 Nov 1994	50% - 75%	213882
John Robert Schwartz	Shareholder	1 Nov 1994	25% - 50%	416320
Patricia Hale Sobel	Vice president / chief compliance officer	1 Nov 1994	50% - 75%	2578068
Patricia Hale Sobel	Chief compliance officer	1 Sep 2000	50% - 75%	2578068
Elliott Dennis Freiberg	Chief executive officer	1 Jun 2009	50% - 75%	213882
Patricia Hale Sobel	President	1 Jun 2009	50% - 75%	2578068

Based in Fort Washington

The principal office where Retirement Advisory Services Corp. performs its advisory services is located at 1300 Virginia Drive, Fort Washington, PA 19034, 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 215-628-8500 or by fax 215-628-9500. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at rascorp.net.