The Retirement GUYS Formula LLC

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Assets, Funds, Holdings

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The Retirement GUYS Formula LLC
CRD #168561
SEC #801-119086
CIK #0001933059, 0801119086
AUM $250.1 MM (2024-05-24)
Employees 13 (92% Investors, 38% Brokers)
Phone419-842-0550
Address1700 Woodlands Drive
Maumee, OH 43537
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
3002401801206002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 4.8
AAAU 2.4
UNH 477,004.0 2.1
COST 207,576.9 2.1
WMT 335,434.5 1.9
PEP 226,773.9 1.9
 
 
 
 
 
Holdings by Sector ($MM)
2502001501005002022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,107 207.5
(b) Individuals (high net worth individuals) 28 42.5
(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 0 0.0
(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 1,858 250.1
By Discretionary
Discretionary 1,858 250.1
Non-Discretionary 0 0.0
Total 1,858 250.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 250.1
Total 1,858 250.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001933059]
SC 13G [0001933059]
Form 13D/13G Filer Form 13D/13G Subject Filed
Retirement GUYS Formula LLC Swan Global Investments LLC [2023-08-14]
Retirement GUYS Formula LLC Pacer Funds Trust [2023-08-11]
Retirement GUYS Formula LLC First Trust Exchange-Traded Fund VIII [2023-07-25]
Comparable Firms State AUM ($BB)
Kensington Investment Counsel LLC
CA 0.3
Trademark Financial Management LLC
MN 0.3
Lee Johnson Capital Management LLC
TX 0.3
HFG Advisors Inc
OH 0.3
Cogent Strategic Wealth LLC
IL 0.3
Vaughan and Company Securities Inc
NJ 0.2
Royal Oak Financial Advisors LLC
MI 0.2
Fai Advisors Inc
MI 0.2
Three Seasons Wealth
UT 0.2
United Brokerage Services Inc
WV 0.2
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