The Retirement Guys Formula
The Retirement Guys Formula (CRD# 168561) is a financial advisory firm headquartered in Maumee, OH. They manage $250,070,520 in 1,858 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
The Retirement Guys Formula
By the Numbers
-
Total Assets Under Management250MILLION
-
Total Number of Accounts1,858ACCOUNTS
-
Average Account Value$134,591
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IL, IN, MI, NC, OH, PA, SC, TX
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