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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