RETIREMENT CAPITAL STRATEGIES, INC.

1190 Saratoga Ave., Suite 140
San Jose, California 95129
Tel: 408-551-6100

About RETIREMENT CAPITAL STRATEGIES, INC.

RETIREMENT CAPITAL STRATEGIES, INC, formally registered with the SEC as RETIREMENT CAPITAL STRATEGIES, INC. The firm was established in 01/04/2010. They have over 1 offices throughout the country.

RETIREMENT CAPITAL STRATEGIES, INC. is a San Jose, California based Financial Planning firm with nearly $265,206,130 assets under management, offering retirement planning & investment advisory services to 666 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139009
SEC#	801-70918
Assets Managed by Firm	$265,206,130
No. of Clients	666
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	666	$265,206,130
Individuals (other than high net worth individuals)	214	$87,864,311
High net worth individuals	66	$172,040,899
Charitable organizations	1	$598,304
Corporations or other businesses	1	$4,702,616

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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