Retirement Wellness Group

Retirement Wellness Group (CRD# 297255) is a financial advisory firm headquartered in Pasadena, CA. They manage $486,285,712 in 81 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
123 South Marengo Ave., Suite 200, Pasadena, CA 91101
http://www.retirementwellnessgroup.com
By the Numbers
  • Total Assets Under Management
    486
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $6,003,527
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Retirement Wellness Group
Showing 1 - 2 of 2 top financial advisors.
1
Beau Geste D'silva, financial advisor Pasadena CA
Beau Geste D'silva
CRD#: 6199152
123 South Marengo Ave., Suite 200, Pasadena, CA 91101

Beau Geste D'silva (CRD# 6199152) is an Investment Advisor Representative working at Retirement Wellness Group in Pasadena, CA and has over 8 years of experience in the finance industry.

2
Schuyler Mann, financial advisor Pasadena CA
Schuyler O. Mann
CRD#: 5759566
123 South Marengo Ave., Suite 200, Pasadena, CA 91101

Schuyler Mann (CRD# 5759566) is an Investment Advisor Representative working at Retirement Wellness Group in Pasadena, CA and has over 13 years of experience in the finance industry.

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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