|
⚲
|
| Keyboard |
| Retirement Plan Fiduciaries LLC
✚
|
|
|---|---|
| CRD # | 161137 |
| SEC # | 801-107541 |
| CIK # | |
| AUM | 193.3 M (2026-03-02) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 512-394-6596 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 5.1 |
| (b) Individuals (high net worth individuals) | 16 | 29.2 |
| (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 | 18 | 141.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 2 | 17.7 |
| (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 | 51 | 193.3 |
| By Discretionary | ||
| Discretionary | 51 | 193.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 51 | 193.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.3 | |
| Total | 51 | 193.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
D M Brenner Inc
✚
|
CA | 193.6 M |
|
One Wealth Management Investment and Advisory Services LLC
✚
|
FL | 193.5 M |
|
Pine Haven Investment Counsel Inc
✚
|
193.4 M | |
|
Stonecreek Private Wealth LLC
✚
|
193.3 M | |
|
Kastel Capital Advisors LLC
✚
|
MA | 193.3 M |
|
January Capital Advisors LLC
✚
|
CA | 193.2 M |
|
Hinchley Advisory Group LLC
✚
|
CO | 193.1 M |
|
Willner & Heller LLC
✚
|
CA | 193.1 M |
|
Cape Ann Capital Inc
✚
|
MA | 193.0 M |
|
Wickham Financial Group Inc
✚
|
GA | 193.0 M |