| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Ronald Schneider Control | Director | Under 5% | 2009 |
| Brian J Yu Control | Chief Compliance Officer | Under 5% | 2023 |
| Edward George O'Malley Control | Director | Under 5% | 2015 |
Nfp Retirement Inc. reports $11.8 million in regulatory assets under management on its Form ADV.
Nfp Retirement Inc. reports 240 employees.
Nfp Retirement Inc. is based in Aliso Viejo, CA and has been SEC-registered since 2006.
Nfp Retirement Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 120 Vantis, Suite 400, Aliso Viejo, CA 92656 |
| Phone | 949.460.9898 |
| Fax | 949.460.9893 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2040084 |
| Discloses disciplinary history | No |
| Discretionary | $28.98B |
| Non-discretionary | $89.05B |
| Total (RAUM) | $11.8M |