Retirement Funding Advisors Inc.

Retirement Funding Advisors Inc. (CRD# 113016) is a financial advisory firm headquartered in Troy, MI. They manage $655,765,247 in 107 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    656
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $6,128,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MI, TX

Financial Advisors at Retirement Funding Advisors Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Donald I. Gregg
CRD#: 229391
3155 West Big Beaver Road, Suite #119, Troy, MI 48084

Donald Gregg (CRD# 229391) is an Investment Advisor Representative working at Retirement Funding Advisors Inc. in Troy, MI and has over 11 years of experience in the finance industry.

2
Norman C. Leon
CRD#: 5832014
3155 West Big Beaver Road, Suite #119, Troy, MI 48084

Norman Leon (CRD# 5832014) is an Investment Advisor Representative working at Retirement Funding Advisors Inc. in Troy, MI and has over 11 years of experience in the finance industry.

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