|
⚲
|
| Retirement Advisors Inc
✚
| |
|---|---|
| CRD # | 122122 |
| SEC # | 801-112649 |
| CIK # | 0001957886 |
| AUM | $144.4 MM (2024-03-13) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 251-344-0707 |
| Address | 1009 Downtowner Blvd Mobile, AL 36609 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| XOM | 385,508.3 | 4.1 | |
| TXN | 142,156.2 | 1.4 | |
| AAPL | 2,382,844.0 | 1.3 | |
| NVDA | 399,550.0 | 1.3 | |
| OKE | 25,448.2 | 1.3 | |
| PSX | 42,745.7 | 0.9 | |
| COP | 123,162.3 | 0.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106 | 36.7 |
| (b) Individuals (high net worth individuals) | 70 | 107.7 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 362 | 144.4 |
| By Discretionary | ||
| Discretionary | 358 | 143.2 |
| Non-Discretionary | 4 | 1.1 |
| Total | 362 | 144.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.4 | |
| Total | 362 | 144.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001957886] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Meyer Capital Management LLC
✚
|
OH | 0.1 |
|
Wealth Management Group Inc
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|
NC | 0.1 |
|
MJC Advisors LLC
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|
MD | 0.1 |
|
3 Factor Indexing LLC
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|
CA | 0.1 |
|
Family CFO LLC
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|
NY | 0.1 |
|
Pathmont LLC
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|
WA | 0.1 |
|
Pathworks Financial Inc
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|
MI | 0.1 |
|
Dick Rivera & Associates LLC
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|
FL | 0.1 |
|
Wheat Givens Financial LLC
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|
TX | 0.1 |
|
Sippican Capital Advisors LLC
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|
MA | 0.1 |