1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2THE RETIREMENT PLANNING SPECIALISTS, LLC

Map pinGREENWOOD VILLAGE, CO
Phone303-771-3088
NotebookSEC #801-81183
Total AUM
$187.3M
Employees
4
Clients
289

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5460 S. QUEBEC ST
SUITE 333
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
303-771-3088

ReceiptFinancials

Total AUM
$187.3M
Accounts
799
Discretionary
$186.4M
Accounts
790
Non-Discretionary
$921.2K
Accounts
9

ContactClients

View more in analytics →

Individual Clients
232
AUM
$67.8M
HNW Individual Clients
57
AUM
$119.5M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLNENHTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account