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Retirement Plan Fiduciaries, LLC

● SEC registered since 2016CRD 161137SEC# 801-107541
Export (members)
Reg. AUM
$179.3M
Employees
2
Accounts
50
Location
—

Retirement Plan Fiduciaries, LLC assets under management

Retirement Plan Fiduciaries, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2016. It reports $179.3 million in regulatory assets under management and employs 2 people.
www.rpftx.comView on SEC.gov ↗

Retirement Plan Fiduciaries, LLC owners & executives

1 reported
NameTitleOwnershipSince
Thomas Carson Carter ControlManaging Member/Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Retirement Plan Fiduciaries, LLC manage?

Retirement Plan Fiduciaries, LLC reports $179.3 million in regulatory assets under management on its Form ADV.

How many employees does Retirement Plan Fiduciaries, LLC have?

Retirement Plan Fiduciaries, LLC reports 2 employees.

Does Retirement Plan Fiduciaries, LLC disclose fund performance?

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

Contact & registration

Phone512-394-6596
Fax512-562-2447
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$179.3M
Non-discretionary$0
Total (RAUM)$179.3M