First Trust Retirement

Finance · Missouri, United States · 51-200 Employees

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Overview

Headquarters

430 W 7th St Ste 219261, Kansas City, Mi...

Phone Number

(855) 387-3847

Revenue

$21.2 Million

Industry

Finance Banking Securities Trading
ZI Rank: 2
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ZI Rank
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About First Trust Retirement

First Trust Retirement is a leading IRA custodian specializing in alternative investment products for self-directed IRAs. The company offers various account types, including Traditional IRAs and Roth IRAs, and provides streamlined services through its partnership with DST Systems, Inc. Advisors benefit from faster account setups, reduced costs, and a single point of contact for support. First Trust Retirement enables clients to access investment options not typically available through traditional mutual fund and brokerage IRAs.Explore more
Popular SearchesFirst Trust RetirementFirst Retirement Marketing IncFirst Trust CorpFirst TrustSIC Code 62,628NAICS Code 52,523Show more

First Trust Retirement Org Chart

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SF
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Senior Vice President

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KM
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Managing Director

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AK
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Chef D'Agence

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TL
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Vice President

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Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

First Trust Retirement

$21.2M
51-200
Private
-
1983
SF
Stephen FoxSenior Vice President
$81.8M
51-200
Public
-
2003
RK
Ramin KamfarFounder & CEO
$25.4M
51-200
Private
-
2015
Constance Martin, Senior Vice President at SCOUT INVESTMENTS
Constance MartinSenior Vice President
$20.4M
51-200
Private
-
2009
JW
Jenny WestCorporate Controller
$17.9M
51-200
Public
-
1993
GM
Gary MoffettMaterial Handler
$7.8M
51-200
Private
-
1975
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

First Trust Retirement is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

First Trust Retirement is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about First Trust Retirement.

First Trust Retirement Tech Stack

A closer look at the technologies used by First Trust Retirement

Top Finance Companies

Frequently Asked Questions Regarding First Trust Retirement

What is First Trust Retirement's official website?
First Trust Retirement's official website is www.firsttrustretirement.com
What is First Trust Retirement's Revenue?
First Trust Retirement's revenue is $21.2 Million
What is First Trust Retirement's SIC code?
First Trust Retirement's SIC: 62,628
What is First Trust Retirement's NAICS code?
First Trust Retirement's NAICS: 52,523
How many employees does First Trust Retirement have?
First Trust Retirement has 51-200 employees
What industry does First Trust Retirement belong to?
First Trust Retirement is in the industry of: Finance, Banking, Securities Trading
What is First Trust Retirement competition?
First Trust Retirement top competitors include: Cabot Lodge Securities, SCOUT INVESTMENTS, Altegris Investments, Bluerock
What technology does First Trust Retirement use?
Some of the popular technologies that First Trust Retirement uses are: Freshservice, Zingfit, Cloudflare Website Optimization, Deltek Talent Management
How do I contact First Trust Retirement?
First Trust Retirement contact info: Phone number: (855) 387-3847 Website: www.firsttrustretirement.com
What does First Trust Retirement do?

First Trust Retirement is a leading IRA custodian specializing in alternative investment products for self-directed IRAs. The company offers various account types, including Traditional IRAs and Roth IRAs, and provides streamlined services through its partnership with DST Systems, Inc. Advisors benefit from faster account setups, reduced costs, and... a single point of contact for support. First Trust Retirement enables clients to access investment options not typically available through traditional mutual fund and brokerage IRAs.Read More

Is First Trust Retirement a public company?
First Trust Retirement is private company therefore does not currently have an official ticker symbol
See more information about First Trust Retirement

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