RETIREMENT PLANNING GROUP, LLC

2691 State Route 9
Malta, New York 12020
Tel: (518) 580-1919

About RETIREMENT PLANNING GROUP, LLC

RETIREMENT PLANNING GROUP, LLC, formally registered with the SEC as RETIREMENT PLANNING GROUP, LLC. The firm was established in 09/28/2020. They have over 5 offices throughout the country.

RETIREMENT PLANNING GROUP, LLC is a Malta, New York based Financial Planning firm with nearly $282,828,000 assets under management, offering retirement planning & investment advisory services to 1430 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310647
SEC#	801-119537
Assets Managed by Firm	$282,828,000
No. of Clients	1430
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1430	$282,828,000
Individuals (other than high net worth individuals)	890	$206,547,000
High net worth individuals	60	$75,000,000
Charitable organizations	Fewer than 5 clients	$750,000
Corporations or other businesses	Fewer than 5 clients	$531,000

More Retirement Planning firms in Malta, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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