Overview
Assets Under Management: $544 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 125
Average Client Assets: $1.6 million
Frequently Asked Questions
THE RETIREMENT GROUP, 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 #148296), THE RETIREMENT GROUP, LLC is subject to fiduciary duty under federal law.
THE RETIREMENT GROUP, LLC is headquartered in SAN DIEGO, CA.
THE RETIREMENT GROUP, LLC serves 125 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, THE RETIREMENT GROUP, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
THE RETIREMENT GROUP, LLC manages $544 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, THE RETIREMENT GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 125
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.61%
Average Client Assets: $1.6 million
Total Client Accounts: 1,773
Discretionary Accounts: 1,773
Regulatory Filings
CRD Number: 148296
Filing ID: 1854347
Last Filing Date: 2024-03-28 14:45:00