RELAXING RETIREMENT COACH

https://www.youtube.com/channel/UC_hvvmFhXQrkBQmxFLEkc9Q/featured WELLESLEY, MA Investment Advisor How do I update this listing?

Relaxing Retirement Coach is based out of Wellesley. Relaxing Retirement Coach is a large advisory firm with 270 clients and discretionary assets under management (AUM) of $363,073,217 (Form ADV from 2019-08-27). Their last reported 13F filing for Q3 2019 included $323,586,000 in managed 13F securities and a top 10 holdings concentration of 47.83%. Relaxing Retirement Coach's largest holding is iShares Trust - Core S&P Mid-Cap 400 Exchange Traded Fund with shares held of 124,599. Whalewisdom has at least 8 13F filings

Download 13F Summary to Excel Create Email Alert

09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $323.586 Million
  • Prior Market Value $327.346 Million
  • New Purchases0 stocks
  • Additional Purchases14 stocks
  • Sold out of1 stock
  • Reduced holdings in27 stocks
  • Top 10 Holdings % 47.83 %
  • Turnover % [1]:2.00%
  • Turnover Alt % [2]: 1.10 %
  • Time Held Top20:6.10 quarters
  • Time Held Top10:5.00 quarters
  • Time Held All:6.80 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 6.34%
Performance Last 4 Quarters: 8.35%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

THE RELAXING RETIREMENT COACH, INC.
WELLESLEY OFFICE PARK 20 WILLIAM STREET, SUITE 110
WELLESLEY MA    02481
Country: United States

Business Phone: 781-235-7550
Fax: 781-235-7551
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MA
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 270
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

THE RELAXING RETIREMENT COACH, INC.

ownership team - last updated 2019-08-27
Name Title Start Date Direct/Indirect % Ownership
PHELPS, JOHN, MICHAEL PRESIDENT AND CHIEF COMPLIANCE OFFICER 01/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE RELAXING RETIREMENT GROUP, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2004-01-01

THE RELAXING RETIREMENT COACH, INC.

ownership team - last updated 2019-03-20
Name Title Start Date Direct/Indirect % Ownership
PHELPS, JOHN, MICHAEL PRESIDENT AND CHIEF COMPLIANCE OFFICER 01/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE RELAXING RETIREMENT GROUP, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2004-01-01

THE RELAXING RETIREMENT COACH, INC.

ownership team - last updated 2017-03-14
Name Title Start Date Direct/Indirect % Ownership
PHELPS, JOHN, MICHAEL PRESIDENT AND CHIEF COMPLIANCE OFFICER 01/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE RELAXING RETIREMENT GROUP, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2004-01-01

Elevate your investments