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| The Retirement Planning Group Inc
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|
|
|---|---|
| CRD # | 129625 |
| SEC # | 801-62655 |
| CIK # | 0001508195 |
| AUM | $1.3 BB (2023-03-27) |
| Employees | 24 (71% Investors, 0% Brokers) |
| Phone | 913-498-8898 |
| Address | 4811 W 136th Street Leawood, KS 66224 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 13.9 | |
| CP | 65,184.1 | 3.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,216 | 288.2 |
| (b) Individuals (high net worth individuals) | 489 | 1,026.5 |
| (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 | 5,744 | 1,314.7 |
| By Discretionary | ||
| Discretionary | 5,744 | 1,314.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,744 | 1,314.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,314.7 | |
| Total | 5,744 | 1,314.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001508195] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Motley Fool Wealth Management LLC
✚
|
VA | 1.6 |
|
Baltimore-Washington Financial Advisors Inc
✚
|
MD | 1.4 |
|
Berger Financial Group Inc
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MN | 1.4 |
|
Keystone Financial Group LLC
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|
KY | 1.2 |
|
Salomon and Ludwin LLC
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|
VA | 1.2 |
|
Ullman John & Associates Inc
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|
NY | 1.2 |
|
Forte Capital LLC
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|
NY | 1.1 |
|
Straightline Group LLC
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|
MI | 1.0 |
|
Townsend & Associates Inc
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|
CO | 1.0 |
|
Virtue Capital Management LLC
✚
|
TN | 0.9 |