Overview
Assets Under Management: $348 million
Headquarters: LAS VEGAS, NV
High-Net-Worth Clients: 52
Average Client Assets: $2.5 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 52 high-net-worth clients according to their SEC filing dated February 09, 2026. 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 $348 million in client assets according to their SEC filing dated February 09, 2026.
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: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.07%
Average Client Assets: $2.5 million
Total Client Accounts: 870
Discretionary Accounts: 702
Non-Discretionary Accounts: 168
Regulatory Filings
CRD Number: 108300
Filing ID: 2046548
Last Filing Date: 2026-02-09 17:46:29