RETIREMENT STRATEGIES, LTD.
Total AUM
$47.1M
Employees
0Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5060 PARKCENTER AVE.
SUITE A
DUBLIN
OH 43017
United States
SUITE A
DUBLIN
OH 43017
United States
Operating Hours
8:30AM-5:30PM
Monday - Friday
Monday - Friday
Phone
614-799-8668
Financials
Total AUM
$47.1M
Accounts
348Discretionary
$47M
Accounts
347Non-Discretionary
$100K
Accounts
1
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
OHTX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.