Overview
Assets Under Management: $161 million
High-Net-Worth Clients: 16
Average Client Assets: $1.4 million
Frequently Asked Questions
RETIREMENT PLAN FIDUCIARIES, LLC 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 #161137), RETIREMENT PLAN FIDUCIARIES, LLC is subject to fiduciary duty under federal law.
RETIREMENT PLAN FIDUCIARIES, LLC serves 16 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, RETIREMENT PLAN FIDUCIARIES, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
RETIREMENT PLAN FIDUCIARIES, LLC manages $161 million in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, RETIREMENT PLAN FIDUCIARIES, LLC 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: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 13.43%
Average Client Assets: $1.4 million
Total Client Accounts: 49
Discretionary Accounts: 49
Regulatory Filings
CRD Number: 161137
Filing ID: 1835509
Last Filing Date: 2024-03-25 11:54:00