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RETIREMENT ADVISORS, LLC
17250 Dallas Parkway
Dallas, Texas 75248
Tel: 972-371-0545
About RETIREMENT ADVISORS, LLC
RETIREMENT ADVISORS, LLC, formally registered with the SEC as RETIREMENT ADVISORS, LLC. The firm was established in 07/31/2008. They have over 2 offices throughout the country.
RETIREMENT ADVISORS, LLC is a Dallas, Texas based Financial Planning firm with nearly $174,611,839 assets under management, offering retirement planning & investment advisory services to 107 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147701 |
| SEC# | 801-69377 |
| Assets Managed by Firm | $174,611,839 |
| No. of Clients | 107 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 107 | $174,611,839 |
| Individuals (other than high net worth individuals) | 39 | $9,545,425 |
| High net worth individuals | 16 | $22,157,699 |
| Pension and profit sharing plans | 15 | $142,908,715 |
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