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Home > Retirement Planners > texas > beaumont > RETIREMENT FINANCIAL GROUP, LLC
RETIREMENT FINANCIAL GROUP, LLC
1090 Longfellow Dr.
Beaumont, Texas 77706
Tel: 409-908-4160
About RETIREMENT FINANCIAL GROUP, LLC
RETIREMENT FINANCIAL GROUP, LLC, formally registered with the SEC as RETIREMENT FINANCIAL GROUP, LLC. The firm was established in 08/15/2022. They have over 3 offices throughout the country.
RETIREMENT FINANCIAL GROUP, LLC is a Beaumont, Texas based Financial Planning firm with nearly $121,665,193 assets under management, offering retirement planning & investment advisory services to 689 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322692 |
| SEC# | 801-126392 |
| Assets Managed by Firm | $121,665,193 |
| No. of Clients | 689 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Other (CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 689 | $121,665,193 |
| Individuals (other than high net worth individuals) | 302 | $85,480,332 |
| High net worth individuals | 25 | $35,653,340 |
| Corporations or other businesses | 2 | $531,521 |
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|---|---|---|---|
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| $151,257,095,924 | 2923 | 481 | |
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