950 N Washington St
Ste 242
Alexandria, Virginia 22314
Tel: 703-595-2829
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 $191,643,207 assets under management, offering retirement planning & investment advisory services to 63 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 171302 |
SEC# | 801-79679 |
Assets Managed by Firm | $191,643,207 |
No. of Clients | 63 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 63 | $191,643,207 |
Pension and profit sharing plans | 63 | $191,643,207 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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