Overview
Assets Under Management: $243 million
Headquarters: DUBLIN, OH
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 974
Discretionary Accounts: 970
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 163701
Filing ID: 2006060
Last Filing Date: 2025-08-01 16:04:00
Website: https://retirement-strategies.com