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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Retirement Planning Group LLC
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|---|---|
| CRD # | 129625 |
| SEC # | 801-62655 |
| CIK # | 0001508195 |
| AUM | $3.0 B (2025-07-01) |
| Employees | 58 (48% Investors, 0% Brokers) |
| Phone | 913-498-8898 |
| Address | 11460 Tomahawk Creek Pkwy Leawood, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Costco Wholesale Corp /NEW | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,985 | 0.5 |
| (b) Individuals (high net worth individuals) | 1,112 | 2.5 |
| (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 | 9,364 | 3.0 |
| By Discretionary | ||
| Discretionary | 8,775 | 2.9 |
| Non-Discretionary | 589 | 0.1 |
| Total | 9,364 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 9,364 | 3.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001508195] |
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