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RETIREMENT STRATEGIES, LTD.
5060 Parkcenter Ave.
Suite A
Dublin, Ohio 43017
Tel: 614-799-8668
About RETIREMENT STRATEGIES, LTD.
RETIREMENT STRATEGIES, LTD, formally registered with the SEC as RETIREMENT STRATEGIES, LTD. The firm was established in 04/02/2018. They have over 1 offices throughout the country.
RETIREMENT STRATEGIES, LTD. is a Dublin, Ohio based Financial Planning firm with nearly $173,767,064 assets under management, offering retirement planning & investment advisory services to 914 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 163701 |
| SEC# | 801-112738 |
| Assets Managed by Firm | $173,767,064 |
| No. of Clients | 914 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 914 | $173,767,064 |
| Individuals (other than high net worth individuals) | 354 | $126,304,889 |
| High net worth individuals | 18 | $44,721,568 |
| Pension and profit sharing plans | 3 | $2,278,597 |
| Charitable organizations | 1 | $462,010 |
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