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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Retirement Fund Management LLC
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|---|---|
| CRD # | 126573 |
| SEC # | 801-69594 |
| CIK # | |
| AUM | $712.1 M (2025-05-02) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 770-399-8803 |
| Address | Five Concourse Parkway Atlanta, GA 30328-7106 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 712.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 712.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 10 | 712.1 |
| Total | 10 | 712.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 712.1 | |
| Total | 10 | 712.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Whitaker-Myers Wealth Managers Ltd
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|
OH | 0.7 |
|
Advisors Management Group Inc
✚
|
WI | 0.7 |
|
Barry Investment Advisors LLC
✚
|
MA | 0.7 |
|
Trifecta Capital Advisors LLC
✚
|
IL | 0.7 |
|
Porter White Investment Advisors Inc
✚
|
AL | 0.7 |
|
Market Street Wealth Management Advisors LLC
✚
|
IN | 0.7 |
|
Granite Group Advisors LLC
✚
|
CT | 0.7 |
|
North Berkeley Wealth Management LLC
✚
|
CA | 0.7 |
|
BNC Wealth Management LLC
✚
|
OR | 0.7 |
|
The Capital Management Corporation
✚
|
VA | 0.7 |