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Building 2AMERICAN RETIREMENT PLANNING GROUP INC

Map pinLAS VEGAS, NV
Phone702-655-8300
NotebookSEC #801-110254
Total AUM
$348.1M
Employees
5
Clients
870

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1120 N. TOWN CENTER DR.
SUITE 140
LAS VEGAS
NV 89144
United States
Operating Hours
8:00 A.M. - 3:00 P.M.
Monday - Friday
Phone
702-655-8300

ReceiptFinancials

Total AUM
$348.1M
Accounts
870
Discretionary
$330.2M
Accounts
702
Non-Discretionary
$17.9M
Accounts
168

ContactClients

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Individual Clients
744
AUM
$85.5M
HNW Individual Clients
52
AUM
$132.6M
Pension/Profit Sharing Plan Clients
71
AUM
$124.8M
Charitable Organization Clients
3
AUM
$5.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLNMNVTXUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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