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RETIREMENT INVESTMENT ADVISORS INC

2925 United Founders Blvd
Oklahoma City, Oklahoma 73112
Tel: 405-842-3443

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About RETIREMENT INVESTMENT ADVISORS INC

RETIREMENT INVESTMENT ADVISORS INC, formally registered with the SEC as RETIREMENT INVESTMENT ADVISORS INC. The firm was established in 04/13/1993. They have over 2 offices throughout the country.

RETIREMENT INVESTMENT ADVISORS INC is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $929,851,235 assets under management, offering retirement planning & investment advisory services to 1324 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106316
SEC#801-43702
Assets Managed by Firm$929,851,235
No. of Clients1324
No. of Advisors20

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total1324$929,851,235
Individuals (other than high net worth individuals)1038$352,653,014
High net worth individuals257$539,220,821
Pension and profit sharing plans21$20,536,495
Charitable organizations8$17,440,905

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CE INVESTMENT MANAGEMENT, LLC
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CAPITAL ADVISORS, INC.
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EXENCIAL WEALTH ADVISORS
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$3,769,638,9904629114

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