RIA Intel›Advisers›Colorado›THE RETIREMENT PLANNING SPECIALISTS, LLC

THE RETIREMENT PLANNING SPECIALISTS, LLC

Advisory

N·GREENWOOD VILLAGE, CO

Data as of Dec 7, 2021 · Source: SEC Form ADV

Total AUM
$187M
1-Year AUM Growth
0.0%
3-Year CAGR
+11.5%
Employees
2
Assets Under Management
Total AUM$187M
Discretionary AUM$186M
Non-Discretionary AUM$921K
Discretionary %99.5%
Total Clients—
Team
Total Employees2
Investment Advisers4
Employee Growth (1Y)—
Filing History
Total Filings on Record22
First FilingMay 7, 2010
Latest FilingDec 7, 2021
🔒 Full AUM trend chart and 22 historical filings spanning 11+ years
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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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