|
⚲
|
| American Retirement Planning Group Inc
✚
| |
|---|---|
| CRD # | 108300 |
| SEC # | 801-110254 |
| CIK # | |
| AUM | $235.1 MM (2024-03-21) |
| Employees | 7 (57% Investors, 29% Brokers) |
| Phone | 702-655-8300 |
| Address | 1120 N Town Center Dr Las Vegas, NV 89144 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 807 | 100.6 |
| (b) Individuals (high net worth individuals) | 6 | 18.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 80 | 89.5 |
| (h) Charitable organizations | 1 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 894 | 209.3 |
| By Discretionary | ||
| Discretionary | 592 | 165.2 |
| Non-Discretionary | 302 | 44.1 |
| Total | 894 | 209.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 209.3 | |
| United States Persons | 0.0 | |
| Total | 894 | 209.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capital Wealth Alliance LLC
✚
|
AZ | 0.2 |
|
Sanctuary Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Accordant Advisory Group Inc
✚
|
MD | 0.2 |
|
Nautilus Advisors LLC
✚
|
CA | 0.2 |
|
Bradley Wealth LLC
✚
|
AZ | 0.2 |
|
Auspicious Financial Planning LLC
✚
|
CA | 0.2 |
|
Tandemgrowth Financial Advisors LLC
✚
|
GA | 0.2 |
|
RP Boggs & Co
✚
|
SC | 0.2 |
|
Monere Wealth Management Inc
✚
|
IL | 0.2 |
|
Global Wealth Management LLC
✚
|
NJ | 0.2 |