Overview
Assets Under Management: $559 million
Headquarters: TROY, MI
High-Net-Worth Clients: 42
Average Client Assets: $4.2 million
Frequently Asked Questions
RETIREMENT FUNDING ADVISORS 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 #113016), RETIREMENT FUNDING ADVISORS INC. is subject to fiduciary duty under federal law.
RETIREMENT FUNDING ADVISORS INC. is headquartered in TROY, MI.
RETIREMENT FUNDING ADVISORS INC. serves 42 high-net-worth clients according to their SEC filing dated March 18, 2018. View client details ↓
According to their SEC Form ADV, RETIREMENT FUNDING ADVISORS INC. offers portfolio management for individuals and pension consulting services. View all service details ↓
RETIREMENT FUNDING ADVISORS INC. manages $559 million in client assets according to their SEC filing dated March 18, 2018.
According to their SEC Form ADV, RETIREMENT FUNDING ADVISORS INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.66%
Average Client Assets: $4.2 million
Total Client Accounts: 106
Discretionary Accounts: 3
Non-Discretionary Accounts: 103
Regulatory Filings
CRD Number: 113016
Filing ID: 1176465
Last Filing Date: 2018-03-18 17:42:00