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Home > Retirement Planners > alabama > mobile > RETIREMENT ADVISORS, INC.
RETIREMENT ADVISORS, INC.
1009 Downtowner Blvd
Mobile, Alabama 36609
Tel: 251-344-0707
About RETIREMENT ADVISORS, INC.
RETIREMENT ADVISORS, INC, formally registered with the SEC as RETIREMENT ADVISORS, INC. The firm was established in 03/20/2018. They have over 1 offices throughout the country.
RETIREMENT ADVISORS, INC. is a Mobile, Alabama based Financial Planning firm with nearly $148,597,561 assets under management, offering retirement planning & investment advisory services to 399 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122122 |
| SEC# | 801-112649 |
| Assets Managed by Firm | $148,597,561 |
| No. of Clients | 399 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (ASSET ALLOCATION SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 399 | $148,597,561 |
| Individuals (other than high net worth individuals) | 92 | $84,515,029 |
| High net worth individuals | 88 | $64,082,532 |
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