Overview
Assets Under Management: $289 million
Headquarters: LAS VEGAS, NV
High-Net-Worth Clients: 20
Average Client Assets: $2 million
Frequently Asked Questions
AMERICAN RETIREMENT PLANNING GROUP INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108300), AMERICAN RETIREMENT PLANNING GROUP INC is subject to fiduciary duty under federal law.
AMERICAN RETIREMENT PLANNING GROUP INC is headquartered in LAS VEGAS, NV.
AMERICAN RETIREMENT PLANNING GROUP INC serves 20 high-net-worth clients according to their SEC filing dated March 03, 2025. View client details ↓
According to their SEC Form ADV, AMERICAN RETIREMENT PLANNING GROUP INC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
AMERICAN RETIREMENT PLANNING GROUP INC manages $289 million in client assets according to their SEC filing dated March 03, 2025.
According to their SEC Form ADV, AMERICAN RETIREMENT PLANNING GROUP INC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.16
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 815
Discretionary Accounts: 606
Non-Discretionary Accounts: 209
Regulatory Filings
CRD Number: 108300
Filing ID: 1933652
Last Filing Date: 2025-03-03 13:53:00
Website: https://intelligentinvestment.com