RETIRERIGHT CONSULTING GROUP

1200 Valley West Drive
Suite 707
West Des Moines, Iowa 50266
Tel: 515-868-0309

About RETIRERIGHT CONSULTING GROUP

RETIRERIGHT CONSULTING GROUP, formally registered with the SEC as RETIRERIGHT CONSULTING GROUP. The firm was established in 06/17/2019. They have over 4 offices throughout the country.

RETIRERIGHT CONSULTING GROUP is a West Des Moines, Iowa based Financial Planning firm with nearly $585,779,060 assets under management, offering retirement planning & investment advisory services to 478 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300925
SEC#	801-116809
Assets Managed by Firm	$585,779,060
No. of Clients	478
No. of Advisors	4

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	478	$585,779,060
Individuals (other than high net worth individuals)	194	$36,741,111
High net worth individuals	107	$75,760,341
Pension and profit sharing plans	43	$469,998,034
Charitable organizations	4	$2,391,922
Corporations or other businesses	2	$887,652

More Retirement Planning firms in West Des Moines, Iowa:

Firm Name	Assets Under Management	Total Clients	Total Advisors
PRINCIPAL ASSET MANAGEMENT 801 Grand Ave Des Moines, IA, 50392-0001	$377,222,976,882	6824	1955
PRINCIPAL REAL ESTATE 801 Grand Ave Des Moines, IA, 50392-0001	$93,913,367,327	643	645
AEGON ASSET MANAGEMENT US 6300 C Street Sw Cedar Rapids, IA, 52499-5338	$88,549,358,554	213	258
TRANSAMERICA RETIREMENT ADVISORS, LLC 6400 C Street Sw Cedar Rapids, IA, 52499	$16,157,423,229	212836	383
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC 8300 Mills Civic Parkway West Des Moines, IA, 50266	$11,358,738,764	8	15

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