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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 18 offices throughout the country.
RETIREMENT PLANNERS OF AMERICA is a Plano, Texas based Financial Planning firm with nearly $3,429,793,211 assets under management, offering retirement planning & investment advisory services to 18025 clients. The firm is staffed with 115 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157222 |
| SEC# | 801-72262 |
| Assets Managed by Firm | $3,429,793,211 |
| No. of Clients | 18025 |
| No. of Advisors | 115 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 18025 | $3,429,793,211 |
| Individuals (other than high net worth individuals) | 6341 | $1,917,962,109 |
| High net worth individuals | 861 | $1,506,666,770 |
| Pension and profit sharing plans | 14 | $5,164,332 |
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