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Home > Retirement Planners > texas > plano > RETIREMENT PLANNERS OF AMERICA
RETIREMENT PLANNERS OF AMERICA
2820 Dallas Parkway
Plano, Texas 75093
Tel: 469-246-3600
About RETIREMENT PLANNERS OF AMERICA
RETIREMENT PLANNERS OF AMERICA, formally registered with the SEC as RETIREMENT PLANNERS OF AMERICA. The firm was established in 04/04/2011. They have over 15 offices throughout the country.
RETIREMENT PLANNERS OF AMERICA is a Plano, Texas based Financial Planning firm with nearly $3,557,314,906 assets under management, offering retirement planning & investment advisory services to 15137 clients. The firm is staffed with 122 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157222 |
| SEC# | 801-72262 |
| Assets Managed by Firm | $3,557,314,906 |
| No. of Clients | 15137 |
| No. of Advisors | 122 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 15137 | $3,557,314,906 |
| Individuals (other than high net worth individuals) | 6579 | $1,698,053,149 |
| High net worth individuals | 1028 | $1,854,382,106 |
| Pension and profit sharing plans | 12 | $4,879,651 |
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|---|---|---|---|
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