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Type	Result	AUM ($BB)

The Retirement Group LLC ✚
CRD #	148296
SEC #	801-69578
CIK #	0001740491
AUM	$437.4 MM (2023-03-29)
Employees	30 (67% Investors, 67% Brokers)
Phone	800-900-5867
Address	5414 Oberlin Dr San Diego, CA 92121
Source	[IAPD] [EDGAR] [Website] [Facebook]

Total AUM ($MM) Copy

Sector	Form 13F Holdings	Cap ($MM)	Value ($MM)
	XOM	385,508.3	0.0
	CVX	294,604.1	0.0
	CAT	99,975.7	0.0
	JEF	6,766.0	0.0
	AAPL	2,382,844.0	0.0
	T	147,547.0	0.0
	BABA	312,333.0	0.0
	NVDA	399,550.0	0.0
	SGOL		0.0
	AMZN	1,092,997.8	0.0
View All

Holdings by Sector ($MM)

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