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RETIRERIGHT CONSULTING GROUP

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

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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 $504,547,358 assets under management, offering retirement planning & investment advisory services to 514 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#300925
SEC#801-116809
Assets Managed by Firm$504,547,358
No. of Clients514
No. of Advisors4

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total514$504,547,358
Individuals (other than high net worth individuals)250$63,145,205
High net worth individuals100$48,526,648
Pension and profit sharing plans40$392,875,505

More Retirement Planning firms in West Des Moines, Iowa:

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PRINCIPAL ASSET MANAGEMENT
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PRINCIPAL REAL ESTATE
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Des Moines, IA, 50392-0001
$93,670,595,7741522484
AEGON ASSET MANAGEMENT US
6300 C Street Sw
Cedar Rapids, IA, 52499-5338
$87,349,594,698210289
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
1776 Pleasant Plain Rd.
Fairfield, IA, 52556-8757
$82,427,818,6544613703352
PRINCIPAL SECURITIES, INC.
711 High Street
Des Moines, IA, 50392
$9,416,854,861460751430

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