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| Happy Holidays!! thanks for using AUM13F!! |
| Retirement Financial Group LLC
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| CRD # | 322692 |
| SEC # | 801-126392 |
| CIK # | 0001740491 |
| AUM | $153.3 M (2025-07-17) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 409-908-4160 |
| Address | 1090 Longfellow Dr Beaumont, TX 77706 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001740491 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Exxon Mobil Corp | 11.6 | ||
| Chevron Corp | 6.9 | ||
| Leucadia National Corp | 5.9 | ||
| Nvidia Corp | 4.6 | ||
| Apple Inc | 3.9 | ||
| Brookfield Asset Management Inc | 3.5 | ||
| Amazon Com Inc | 2.5 | ||
| Microsoft Corp | 2.0 | ||
| Conocophillips | 1.6 | ||
| AT&T Inc | 1.6 | ||
| Alibaba Group Holding Ltd | 1.5 | ||
| ETFS Gold Trust | 1.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 336 | 88.6 |
| (b) Individuals (high net worth individuals) | 51 | 64.2 |
| (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 | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 805 | 153.3 |
| By Discretionary | ||
| Discretionary | 796 | 150.9 |
| Non-Discretionary | 9 | 2.3 |
| Total | 805 | 153.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.3 | |
| Total | 805 | 153.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001740491] |
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|---|---|---|
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0.2 | |
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