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Building 2THE RETIREMENT GROUP, LLC

Map pinSAN DIEGO, CA
Phone800-900-5867
NotebookSEC #801-69578
Total AUM
$544.5M
Employees
30
Clients
1,775

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5414 OBERLIN DR.
SUITE 220
SAN DIEGO
CA 92121
United States
Operating Hours
7:00 AM - 5:00 PM
Monday - Friday
Phone
800-900-5867
Other Offices
10

ReceiptFinancials

Total AUM
$544.5M
Accounts
1,773
Discretionary
$544.5M
Accounts
1,773
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,650
AUM
$339.7M
HNW Individual Clients
125
AUM
$204.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
UP FRONT FEES FOR CERTAIN TYPES OF ACCTS

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDILINLAMIMOMSNCNENJNMNVNYOKORSDTXUTVAWA

HandshakeAffiliates

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

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