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

More Retirement Planning firms in Mobile, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42

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