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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Retirement Strategies Ltd
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|---|---|
| CRD # | 163701 |
| SEC # | 801-112738 |
| CIK # | |
| AUM | $242.9 M (2025-06-13) |
| Employees | 9 (56% Investors, 11% Brokers) |
| Phone | 614-799-8668 |
| Address | 5060 Parkcenter Ave Dublin, OH 43017 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 351 | 116.7 |
| (b) Individuals (high net worth individuals) | 58 | 116.1 |
| (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 | 4 | 2.7 |
| (h) Charitable organizations | 1 | 0.7 |
| (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 | 1 | 6.6 |
| (n) Other | 0 | 0.0 |
| Total | 974 | 242.9 |
| By Discretionary | ||
| Discretionary | 970 | 240.2 |
| Non-Discretionary | 4 | 2.7 |
| Total | 974 | 242.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.9 | |
| Total | 974 | 242.9 |
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|---|---|---|
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KS | 0.2 |
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Accelerate Investment Advisors LLC
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CA | 0.2 |
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Philip O Johnson & Company Ltd
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AZ | 0.2 |
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PKS Investment Advisors LLC
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MD | 0.2 |
|
Saybrook Wealth Group Inc
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CT | 0.2 |
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Elevation Capital Advisory LLC
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OR | 0.2 |
|
Koenig Investment Advisory LLC
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|
OR | 0.2 |
|
Legacy Investment Solutions LLC
✚
|
ID | 0.2 |