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Retirement Plan Advisors, LLC

● SEC registered since 2004CRD 122758SEC# 801-63261Chicago, IL
Export (members)
Reg. AUM
$1.88B
Employees
44
Accounts
8,148
Location
Chicago, IL

Retirement Plan Advisors, LLC assets under management

Retirement Plan Advisors, LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2004. It reports $1.9 billion in regulatory assets under management and employs 44 people.
www.retirementplanadvisors.comView on SEC.gov ↗

Retirement Plan Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Joshua Fischel Schwartz ControlChief Financial OfficerUnder 5%2022
Joshua Fischel Schwartz ControlChief Operations OfficerUnder 5%2022
Joshua Fischel Schwartz ControlChief Executive OfficerUnder 5%2011
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Frequently asked questions

How much does Retirement Plan Advisors, LLC manage?

Retirement Plan Advisors, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.

How many employees does Retirement Plan Advisors, LLC have?

Retirement Plan Advisors, LLC reports 44 employees.

Where is Retirement Plan Advisors, LLC located?

Retirement Plan Advisors, LLC is based in Chicago, IL and has been SEC-registered since 2004.

Does Retirement Plan Advisors, LLC disclose fund performance?

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

Contact & registration

Address29 E. Madison St., Suite 500, Chicago, IL 60602-3205
Phone312-701-1100
Fax312-701-1105
Office hours9 a.m. To 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.88B
Non-discretionary$0
Total (RAUM)$1.88B