RIA Intel›Advisers›Nevada›SG RETIREMENT PLANNING LLC

SG RETIREMENT PLANNING LLC

Advisory

HENDERSON, NV

Data as of Jun 8, 2026 · Source: SEC Form ADV

Average account

$206K

across 88 accounts

AUM per adviser

$9M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 8, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients50

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

50 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NV

Closest by assets under management. All figures from Form ADV.

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A TO Z ASSET ADVISORS, LLC

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