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| Happy Holidays!! thanks for using AUM13F!! |
| Retirement Planology Inc
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| CRD # | 171302 |
| SEC # | 801-79679 |
| CIK # | |
| AUM | $204.2 M (2025-03-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 703-595-2829 |
| Address | 950 N Washington St Alexandria, VA 22314 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($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 | 58 | 204.2 |
| (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 | 60 | 204.2 |
| By Discretionary | ||
| Discretionary | 41 | 77.2 |
| Non-Discretionary | 19 | 127.1 |
| Total | 60 | 204.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 204.2 | |
| Total | 60 | 204.2 |
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|---|---|---|
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MO | 0.2 |
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0.2 | |
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|
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|
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|
One Stone Global LLC
✚
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|
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|
FL | 0.2 |
|
Concinnity Advisors LP
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|
FL | 0.2 |
|
724 Asset Management LLC
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|
0.2 | |
|
Capital Impact Advisors LLC
✚
|
MA | 0.2 |