|
⚲
|
| Keyboard |
| Retirement Plans Inc
✚
|
|
|---|---|
| CRD # | 286214 |
| SEC # | 801-123069 |
| CIK # | |
| AUM | 224.9 M (2026-03-16) |
| Employees | 6 (17% Investors, 0% Brokers) |
| Phone | 614-339-1910 |
| Address | 124 Dorchester Square Westerville, OH 43081 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 16.8 |
| (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 | 78 | 208.1 |
| (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 | 278 | 224.9 |
| By Discretionary | ||
| Discretionary | 278 | 224.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 278 | 224.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.9 | |
| Total | 278 | 224.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Naples Wealth Planning LLC
✚
|
FL | 226.9 M |
|
Professional Financial Strategies Inc
✚
|
NY | 225.8 M |
|
Sun Group Wealth Partners LLC
✚
|
CA | 224.5 M |
|
Davidson Advisory Group LLC
✚
|
NC | 223.5 M |
|
Essential Investment Partners LLC
✚
|
CO | 223.0 M |
|
DaVinci Financial Designs LLC
✚
|
SC | 222.8 M |
|
Aldebaran Financial Inc
✚
|
TN | 222.8 M |
|
Crossgen Wealth LLC
✚
|
NC | 222.8 M |
|
Global Strategic Management Inc
✚
|
PR | 221.6 M |
|
Bond Tech Inc
✚
|
OH | 221.6 M |