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Retirement Advisors, LLC

● SEC registered since 2008CRD 147701SEC# 801-69377Dallas, TX
Export (members)
Reg. AUM
$174.6M
Employees
3
Accounts
107
Location
Dallas, TX

Retirement Advisors, LLC assets under management

Retirement Advisors, LLC is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2008. It reports $174.6 million in regulatory assets under management and employs 3 people.
www.retirementadvisorsllc.comView on SEC.gov ↗

Retirement Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael Charles Perry ControlChief Compliance Officer & Managing MemberOver 75%2008

Frequently asked questions

How much does Retirement Advisors, LLC manage?

Retirement Advisors, LLC reports $174.6 million in regulatory assets under management on its Form ADV.

How many employees does Retirement Advisors, LLC have?

Retirement Advisors, LLC reports 3 employees.

Where is Retirement Advisors, LLC located?

Retirement Advisors, LLC is based in Dallas, TX and has been SEC-registered since 2008.

Does Retirement Advisors, LLC disclose fund performance?

Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address17250 Dallas Parkway, Dallas, TX 75248
Phone972-371-0545
Office hours8:30 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$174.6M
Total (RAUM)$174.6M