S Squared Retirement Solutions LLC
Assets Under Management
$26.5M
Number of Clients
109
Number of Advisors
1
Average Client AUM
$243K
AUM per Advisor
$26.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
This brochure supplement provides information about Amy Marchitello, an Investment Adviser Representative with S Squared Retirement Solutions LLC. It details her educational background, business experience, other business activities (including insurance sales and financial wellness education), and supervision.
Fee Structure
Amy Marchitello may recommend insurance products to clients, from which she receives commissions separate from the advisory fees outlined in S Squared Retirement Solutions LLC's ADV Part 2A. She also provides financial wellness education services to companies.
Location
170 Changebridge Rd, Unit D5-1, Montville, NJ, 07045