Retirement Alliance, Inc. (Manchester)

Name: Retirement Alliance, Inc.
Address: 77 Pearl Street, Manchester, NH, 03101
Telephone: 603-647-5600

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.

Retirement Alliance: assets under management

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 firm manages $85.19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.09 million each.

Fees & Commissions

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. 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 Alliance, Inc.

Ellen Marie Quinlan has been acting as President since 1 Jan 1995. Robert Blair joined the executive team most recently as the Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ellen Marie Quinlan	President	1 Jan 1995	50% - 75%	1776860
Robert Blair	Treasurer	1 Jan 1995	50% - 75%	2621148
Kerry Ann Spencer	Cco	1 Jan 2003	Other	4845953
Robert Blair	President	1 Jan 2004	75% - 100%	2621148
Kimberly Ann St. Pierre	Chief compliance officer/coo	1 Mar 2004	Other	5476502
Robert Blair	Ceo	1 Jan 2009	75% - 100%	2621148
Kimberly Ann St. Pierre	Chief compliance officer/president	1 Jan 2009	Other	5476502

Based in Manchester

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.