Overview
Assets Under Management: $137 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 44
Average Client Assets: $1.9 million
Frequently Asked Questions
THE RETIREMENT PLANNING SPECIALISTS, 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 #116858), THE RETIREMENT PLANNING SPECIALISTS, LLC is subject to fiduciary duty under federal law.
THE RETIREMENT PLANNING SPECIALISTS, LLC is headquartered in GREENWOOD VILLAGE, CO.
THE RETIREMENT PLANNING SPECIALISTS, LLC serves 44 high-net-worth clients according to their SEC filing dated October 03, 2018. View client details ↓
According to their SEC Form ADV, THE RETIREMENT PLANNING SPECIALISTS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
THE RETIREMENT PLANNING SPECIALISTS, LLC manages $137 million in client assets according to their SEC filing dated October 03, 2018.
According to their SEC Form ADV, THE RETIREMENT PLANNING SPECIALISTS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.33%
Average Client Assets: $1.9 million
Total Client Accounts: 634
Discretionary Accounts: 634
Regulatory Filings
CRD Number: 116858
Filing ID: 1243933
Last Filing Date: 2018-10-03 11:46:00