Bill Losey Retirement Solutions, LLC
Bill Losey Retirement Solutions, LLC is an SEC-registered ria with $39.6M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Bill Losey Retirement Solutions, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 140731, SEC 801-78201, data through 2026-04-15.
- AUM (assets under management / regulatory AUM)
- $39.6M (2026-04-15)
- Firm type
- Ria
- Employees
- 1
- Clients
- 54
- CRD
- 140731
- Ownership
- LOSEY, WILLIAM, ALBERT
How much AUM does Bill Losey Retirement Solutions, LLC have?
Bill Losey Retirement Solutions, LLC reported $39.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-15).
Who owns Bill Losey Retirement Solutions, LLC?
Disclosed owners and executives of Bill Losey Retirement Solutions, LLC include LOSEY, WILLIAM, ALBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.