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THE RETIREMENT GUYS FORMULA
MAUMEE, OH
419-842-0550
SEC #801-119086Total AUM
$276.9M
Employees
7Clients
1,155Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1700 WOODLANDS DRIVE
MAUMEE
OH 43537
United States
MAUMEE
OH 43537
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
419-842-0550
Other Offices
3
Financials
Total AUM
$276.9M
Accounts
1,861Discretionary
$276.9M
Accounts
1,861Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,122AUM
$223.8M
HNW Individual Clients
30AUM
$52.3M
Charitable Organization Clients
1AUM
$328.4K
Corporation or Business Clients
2AUM
$506.9K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARE IN THE FEE PAID TO THIRD PARTY ADVISERS
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
COFLILINMINCOHPASCTX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.