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 $585,779,060 assets under management, offering retirement planning & investment advisory services to 478 clients. The firm is staffed with 4 experienced financial planners.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$377,222,976,882 | 6824 | 1955 | |
$93,913,367,327 | 643 | 645 | |
$88,549,358,554 | 213 | 258 | |
$87,368,733,496 | 448526 | 3312 | |
$16,157,423,229 | 212836 | 383 |
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