|
⚲
|
| Keyboard |
| Retirement Planning Group LLC
✚
|
|
|---|---|
| CRD # | 310647 |
| SEC # | 801-119537 |
| CIK # | 0002057004, 0001508195 |
| AUM | 375.4 M (2026-03-02) |
| Employees | 8 (50% Investors, 38% Brokers) |
| Phone | 518-580-1919 |
| Address | 2691 State Route 9 Malta, NY 12020 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Costco Wholesale Corp /NEW | 0.1 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 968 | 258.4 |
| (b) Individuals (high net worth individuals) | 75 | 115.0 |
| (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 | 0.9 |
| (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 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,716 | 375.4 |
| By Discretionary | ||
| Discretionary | 1,716 | 375.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,716 | 375.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 375.4 | |
| Total | 1,716 | 375.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001508195] | |
| 13F-HR | [0002057004] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Agnello Financial Group Inc
✚
|
FL | 378.6 M |
|
BOCA Wealth Advisors LLC
✚
|
FL | 378.6 M |
|
Auour Investments LLC
✚
|
MA | 378.0 M |
|
Olde Wealth Management LLC
✚
|
376.9 M | |
|
Strategic Planning Inc
✚
|
OH | 376.6 M |
|
Dover Advisors LLC
✚
|
375.7 M | |
|
Hilton Head Financial Advisors Inc
✚
|
SC | 375.1 M |
|
Bouvel Investment Partners LLC
✚
|
PA | 374.4 M |
|
Walker Financial Services Inc
✚
|
KY | 373.7 M |
|
Margna Peak Advisors AG
✚
|
372.5 M |