1200 Valley West Drive
Suite 707
West Des Moines, Iowa 50266
Tel: 515-868-0309
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 $504,547,358 assets under management, offering retirement planning & investment advisory services to 514 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 300925 |
SEC# | 801-116809 |
Assets Managed by Firm | $504,547,358 |
No. of Clients | 514 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 514 | $504,547,358 |
Individuals (other than high net worth individuals) | 250 | $63,145,205 |
High net worth individuals | 100 | $48,526,648 |
Pension and profit sharing plans | 40 | $392,875,505 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$279,108,496,692 | 13656 | 1925 | |
$93,670,595,774 | 1522 | 484 | |
$87,349,594,698 | 210 | 289 | |
$82,427,818,654 | 461370 | 3352 | |
$9,416,854,861 | 46075 | 1430 |
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