| Name | Title | Ownership | Since |
|---|---|---|---|
| Clark Calvin Shofner Control | Managing Member | 50-75% | 2022 |
| Erik Otha Morgan Control | Managing Member | 50-75% | 2022 |
| Katelynn Makenzie Reese | Cco | Under 5% | 2022 |
Retirement Financial Group, LLC reports $153.3 million in regulatory assets under management on its Form ADV.
Retirement Financial Group, LLC reports 3 employees.
Retirement Financial Group, LLC is based in Beaumont, TX and has been SEC-registered since 2022.
Retirement Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1090 Longfellow Dr., Beaumont, TX 77706 |
| Phone | 409-908-4160 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $150.9M |
| Non-discretionary | $2.3M |
| Total (RAUM) | $153.3M |