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Retirement Benchmark LLC
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CRD # | 147640 |
SEC # | 801-113290 |
CIK # | |
AUM | $1.8 BB (2023-03-31) |
Employees | 4 (75% Investors, 0% Brokers) |
Phone | 866762 |
Address | 4600 Madison Suite 650 Kansas City, MO 64112 |
Source | [IAPD] [Website] [Facebook] |
Total AUM ($BB) |
---|
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 8 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 386 | 1.8 |
Total | 5,370 | 1.8 |
By Discretionary | ||
Discretionary | 45 | 0.0 |
Non-Discretionary | 5,325 | 1.8 |
Total | 5,370 | 1.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1.8 | |
Total | 5,370 | 1.8 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Bogart Wealth LLC
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|
VA | 2.3 |
Stoker Ostler Wealth Advisors Inc
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|
AZ | 2.2 |
Roffman Milller Associates Inc
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|
PA | 2.1 |
Chas P Smith & Associates PA Cpa's
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|
FL | 2.0 |
John Hancock Personal Financial Services LLC
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|
MA | 1.8 |
Key Financial Inc
✚
|
PA | 1.8 |
Motley Fool Wealth Management LLC
✚
|
VA | 1.6 |
Baltimore-Washington Financial Advisors Inc
✚
|
MD | 1.4 |
Berger Financial Group Inc
✚
|
MN | 1.4 |
The Retirement Planning Group Inc
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|
KS | 1.3 |