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Retirement Planning Group, LLC

● SEC registered since 2020CRD 310647SEC# 801-119537Malta, NY
Export (members)
Reg. AUM
$282.8M
Employees
7
Accounts
1,430
Location
Malta, NY

Retirement Planning Group, LLC assets under management

Retirement Planning Group, LLC is a registered investment adviser overseen by the SEC based in Malta, NY. The firm has been registered since 2020. It reports $282.8 million in regulatory assets under management and employs 7 people.
www.facebook.com/pages/category/financial-planner/retirement-planning-group-llc-178607058973631View on SEC.gov ↗

Retirement Planning Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
David M Kopyc ControlPresident And Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Retirement Planning Group, LLC manage?

Retirement Planning Group, LLC reports $282.8 million in regulatory assets under management on its Form ADV.

How many employees does Retirement Planning Group, LLC have?

Retirement Planning Group, LLC reports 7 employees.

Where is Retirement Planning Group, LLC located?

Retirement Planning Group, LLC is based in Malta, NY and has been SEC-registered since 2020.

Does Retirement Planning Group, LLC disclose fund performance?

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

Contact & registration

Address2691 State Route 9, Malta, NY 12020
Phone(518) 580-1919
Fax(518) 580-1194
Office hours8:30a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
CIK2057004
Discloses disciplinary historyNo

Assets under management

Discretionary$282.8M
Non-discretionary$0
Total (RAUM)$282.8M