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THE RETIREMENT GUYS FORMULA
MAUMEE, OH
419-842-0550
SEC #801-78449Total AUM
$53.4M
Employees
2Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1700 WOODLANDS DRIVE
SUITE 100
MAUMEE
OH 43537
United States
SUITE 100
MAUMEE
OH 43537
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
419-842-0550
Financials
Total AUM
$53.4M
Accounts
1,284Discretionary
$53.4M
Accounts
1,284Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
OH
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.