|
⚲
|
| Retirement Strategies Ltd
✚
| |
|---|---|
| CRD # | 163701 |
| SEC # | 801-112738 |
| CIK # | |
| AUM | $205.6 MM (2024-02-09) |
| Employees | 7 (57% Investors, 14% Brokers) |
| Phone | 614-799-8668 |
| Address | 5060 Parkcenter Ave Dublin, OH 43017 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 351 | 137.1 |
| (b) Individuals (high net worth individuals) | 27 | 65.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 2.6 |
| (h) Charitable organizations | 1 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 943 | 205.6 |
| By Discretionary | ||
| Discretionary | 940 | 203.1 |
| Non-Discretionary | 3 | 2.6 |
| Total | 943 | 205.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 205.6 | |
| Total | 943 | 205.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
ACAP Asset Management Inc
✚
|
CA | 0.2 |
|
FWG Investments LLC
✚
|
KY | 0.2 |
|
CMG Capital Management Group Inc
✚
|
PA | 0.2 |
|
Financial Abundance Inc
✚
|
PA | 0.2 |
|
Cimarron Wealth Management Inc
✚
|
CO | 0.2 |
|
CGI Plan Advisors Inc
✚
|
PA | 0.2 |
|
PFG Private Wealth Management LLC
✚
|
FL | 0.2 |
|
One Advisory Partners LLC
✚
|
KS | 0.2 |
|
Bluepath Capital Management LLC
✚
|
GA | 0.2 |
|
O'Connor Financial Group LLC
✚
|
IL | 0.2 |