The Relaxing Retirement Coach Inc
Legal Name: THE RELAXING RETIREMENT COACH, INC.
WELLESLEY OFFICE PARK, 20 WILLIAM STREET, SUITE 110, WELLESLEY, MA
781-235-7550
http://www.theretirementcoach.com
Frequently Asked Questions (FAQ)
Full Contact Details
The Relaxing Retirement Coach Inc
WELLESLEY OFFICE PARK, 20 WILLIAM STREET, SUITE 110, WELLESLEY, MA
781-235-7550
781-235-7551
Other Info
The Relaxing Retirement Coach, Inc. is a Massachusetts based company that provides advisory services to a single client. The company has a total of five employees, out of which one works in an advisory role. It is legally registered under the name of THE RELAXING RETIREMENT COACH, INC. and was approved by the U.S. Securities and Exchange Commission on June 23, 2008.
The Relaxing Retirement Coach - Wellesley & Eastern MA Retirement Planning
The Relaxing Retirement Coaching Program™ was built to simplify your life and help you maintain the financial confidence.
Direct Owners
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JOHN MICHAEL PHELPS
PRESIDENT AND CHIEF COMPLIANCE OFFICER owns 75% or more
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Aug 5, 2019
- ISHARES TR CORE S&P MCP ETF $24,157k
- SCHWAB STRATEGIC TR $19,549k
- ISHARES TR CORE S&P500 ETF $16,381k
- SPDR SERIES TRUST $15,527k
- SPDR SERIES TRUST $14,969k
- SCHWAB STRATEGIC T $14,842k
- SCHWAB STRATEGIC TR $13,391k
- SCHWAB STRATEGIC TR $12,686k
- SCHWAB STRATEGIC TR $12,626k
- VANGUARD INDEX FDS SM CP VAL ETF $12,518k