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Secretary · Retirement Fund Management

Anne B. McCoy

CRD 7090820 · Named on Form ADV at one SEC-registered adviser

At a glance

Retirement Fund Management, an SEC-registered asset manager based in Atlanta, GA with $770 million in regulatory assets, lists Anne B. McCoy on its Form ADV as Secretary, a control person.

Firms and roles

AtlasMembers

Anne’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Mark E. McCoyManaging Member, Chief Compliance Officer, President, Retirement Fund Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Anne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.