RIA Intel›Advisers›Pennsylvania›RETIREMENT PLANNING SPECIALISTS, INC.

RETIREMENT PLANNING SPECIALISTS, INC.

Advisory

N·WILLOW GROVE, PA

Data as of Mar 4, 2021 · Source: SEC Form ADV

Total AUM
$197M
1-Year AUM Growth
+4.1%
3-Year CAGR
+9.7%
Employees
4
Assets Under Management
Total AUM$197M
Discretionary AUM$197M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees4
Investment Advisers7
Employee Growth (1Y)—
Filing History
Total Filings on Record14
First FilingMar 25, 2013
Latest FilingMar 4, 2021
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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