RETIREMENT BENCHMARK, LLC
Total AUM
$1.8B
Employees
4Clients
394Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4600 MADISON SUITE 650
KANSAS CITY
MO 64112
United States
KANSAS CITY
MO 64112
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
866 762 PLAN
Financials
Total AUM
$1.8B
Accounts
5,370Discretionary
$15M
Accounts
45Non-Discretionary
$1.8B
Accounts
5,325
Clients
Individual Clients
8AUM
$15M
Other Clients
386AUM
$1.8B
Description of Other Clients
SELF DIRECTED, NON-DISCRETIONARY
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOFTWARE SUBSCRIPTION FEES
Compliance
Disclosures
None reported
State Registrations
MO
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.