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Home > Retirement Planners > ohio > dublin > RETIREMENT STRATEGIES, LTD.
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 $242,909,171 assets under management, offering retirement planning & investment advisory services to 974 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 163701 |
| SEC# | 801-112738 |
| Assets Managed by Firm | $242,909,171 |
| No. of Clients | 974 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 974 | $242,909,171 |
| Individuals (other than high net worth individuals) | 351 | $116,729,582 |
| High net worth individuals | 58 | $116,123,244 |
| Pension and profit sharing plans | 4 | $2,687,974 |
| Charitable organizations | 1 | $733,816 |
| Corporations or other businesses | 1 | $6,634,555 |
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