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Home > Retirement Planners > virginia > alexandria > RETIREMENT PLANOLOGY, INC.
RETIREMENT PLANOLOGY, INC.
950 N Washington St
Ste 242
Alexandria, Virginia 22314
Tel: 703-595-2829
About RETIREMENT PLANOLOGY, INC.
RETIREMENT PLANOLOGY, INC, formally registered with the SEC as RETIREMENT PLANOLOGY, INC. The firm was established in 05/08/2014. They have over 1 offices throughout the country.
RETIREMENT PLANOLOGY, INC. is a Alexandria, Virginia based Financial Planning firm with nearly $146,877,562 assets under management, offering retirement planning & investment advisory services to 59 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 171302 |
| SEC# | 801-79679 |
| Assets Managed by Firm | $146,877,562 |
| No. of Clients | 59 |
| No. of Advisors | 3 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 59 | $146,877,562 |
| Pension and profit sharing plans | 59 | $146,877,562 |
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