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RETIREMENT INCOME AND INHERITANCE ADVISORS, LLC
CRD 149560
10446 N 74TH ST, STE 220, SCOTTSDALE, AZ, 85258-1023, United States
Phone
480-556-7033
Fax
480-778-8626
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 25 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | — |
All web addresses on file
Official SEC filing: View on IAPD