Sign in Sign up for free

Investment & Retirement Solutions LLC (Casper)


Investment & Retirement Solutions LLC is an adviser based in Casper. It manages $19.33 million of regulatory assets for 97 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.




Investment & Retirement Solutions provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment & Retirement Solutions: assets under management

The assets under management (AUM) of Investment & Retirement Solutions LLC is $19.33 million. The firm's AUM has grown by 217% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $15.8 million in discretionary accounts and $3.53 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $190.31 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $252.2 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investment & Retirement Solutions LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Casper

The principal office where Investment & Retirement Solutions LLC performs its advisory services is located at 1551 Three Crowns Drive, Casper, WY 82604, 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 307-234-1200 or by fax 307-235-0700. The normal business hours are 7:30am-4pm on Monday - Friday.


Registered investment advisers similar to Investment & Retirement Solutions LLC