Be advised. This firm is no longer registered.

Retirement Benchmark, LLC

Retirement Benchmark, LLC (CRD# 147640) is a financial advisory firm headquartered in Kansas City, MO. They manage $1,771,403,855 in 5,370 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4600 Madison Suite 650, Kansas City, MO 64112
http://www.incomestrategy.com
By the Numbers
  • Total Assets Under Management
    1,771
    MILLION
  • Total Number of Accounts
    5,370
    ACCOUNTS
  • Average Account Value
    $329,870
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MO

Financial Advisors at Retirement Benchmark, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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