No longer SEC-registered. Retirement Capital Planners, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$112.1M
Employees
4
Accounts
426
Location
—
Retirement Capital Planners, LLC assets under management
Retirement Capital Planners, LLC is an investment advisory firm registered with the SEC. It reports $112.1 million in regulatory assets under management and employs 4 people.
How much does Retirement Capital Planners, LLC manage?
Retirement Capital Planners, LLC reports $112.1 million in regulatory assets under management on its Form ADV.
How many employees does Retirement Capital Planners, LLC have?
Retirement Capital Planners, LLC reports 4 employees.
Does Retirement Capital Planners, LLC disclose fund performance?
Retirement Capital Planners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.