PPrivate Fund Data Log in Join · $37/mo

Retirement Planology, Inc.

● SEC registered since 2014CRD 171302SEC# 801-79679Alexandria, VA
Export (members)
Reg. AUM
$204.2M
Employees
3
Accounts
60
Location
Alexandria, VA

Retirement Planology, Inc. assets under management

Retirement Planology, Inc. operates as an SEC-registered investment adviser based in Alexandria, VA. The firm has been registered since 2014. It reports $204.2 million in regulatory assets under management and employs 3 people.
www.retirementplanology.comView on SEC.gov ↗

Retirement Planology, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Adam John Jefferis ControlVice President10-25%2022
Courtenay Virginia Shipley ControlPresident And Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Retirement Planology, Inc. manage?

Retirement Planology, Inc. reports $204.2 million in regulatory assets under management on its Form ADV.

How many employees does Retirement Planology, Inc. have?

Retirement Planology, Inc. reports 3 employees.

Where is Retirement Planology, Inc. located?

Retirement Planology, Inc. is based in Alexandria, VA and has been SEC-registered since 2014.

Does Retirement Planology, Inc. disclose fund performance?

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

Contact & registration

Address950 N Washington St, Ste 242, Alexandria, VA 22314
Phone703-595-2829
Office hoursBy Appointment Only
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$77.2M
Non-discretionary$127.1M
Total (RAUM)$204.2M