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Building 2RETIREMENT PLANNERS OF AMERICA

Map pinPLANO, TX
Phone469-246-3600
NotebookSEC #801-72262
Total AUM
$3.6B
Employees
126
Clients
5,657

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2820 DALLAS PARKWAY
PLANO
TX 75093
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
469-246-3600
Other Offices
11

ReceiptFinancials

Total AUM
$3.6B
Accounts
13,358
Discretionary
$3.6B
Accounts
13,278
Non-Discretionary
$30.6M
Accounts
80

ContactClients

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Individual Clients
4,509
AUM
$1.6B
HNW Individual Clients
1,116
AUM
$2B
Corporation or Business Clients
32
AUM
$38M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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