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Building 2RETIREMENT PLANNING SPECIALISTS, INC.

Map pinASHLAND, OR
Phone541-482-0138
NotebookSEC #801-66205
Total AUM
$370.6M
Employees
2
Clients
556

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
241 MAPLE STREET
SUITE 101
ASHLAND
OR 97520
United States
Operating Hours
8:00A.M.-5:00P.M.
Monday - Friday
Phone
541-482-0138

ReceiptFinancials

Total AUM
$370.6M
Accounts
1,651
Discretionary
$370.6M
Accounts
1,651
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
556
AUM
$370.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLNMNVORTXWA

HandshakeAffiliates

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

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