The Retirement Group, LLC
The Retirement Group, LLC (CRD# 148296) is a financial advisory firm headquartered in San Diego, CA. They manage $544,452,358 in 1,773 accounts and serve the financial needs of clients across 24 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management544MILLION
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Total Number of Accounts1,773ACCOUNTS
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Average Account Value$307,080
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, FL, ID, IL, IN, LA, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OK, OR, SD, TX, UT, VA, WA
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