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BILL LOSEY RETIREMENT SOLUTIONS, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$37.3M
Total AUM
| Category | Value |
|---|---|
| Non-Discretionary | 37.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 140731 |
| SEC Number | 801-78201 |
| Phone | 518-855-4065 |
| Fax | 518-844-4064 |
| Total Employees | 1 |
Client Count by Type (55 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 44 |
| High Net Worth Individual… | 11 |
County data not available for this organization.