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Retirement Strategies, Ltd.

● SEC registered since 2018CRD 163701SEC# 801-112738Dublin, OH
Export (members)
Reg. AUM
$242.9M
Employees
8
Accounts
974
Location
Dublin, OH

Retirement Strategies, Ltd. assets under management

Retirement Strategies, Ltd. is an investment advisory firm registered with the SEC based in Dublin, OH. The firm has been registered since 2018. It reports $242.9 million in regulatory assets under management and employs 8 people.
www.linkedin.com/in/jeff-foster-2176679View on SEC.gov ↗

Retirement Strategies, Ltd. owners & executives

2 reported
NameTitleOwnershipSince
James A Lindner ControlManaging Member/PartnerOver 75%2012
Jeffrey Robert Foster ControlChief Compliance Officer/Partner10-25%2012

Frequently asked questions

How much does Retirement Strategies, Ltd. manage?

Retirement Strategies, Ltd. reports $242.9 million in regulatory assets under management on its Form ADV.

How many employees does Retirement Strategies, Ltd. have?

Retirement Strategies, Ltd. reports 8 employees.

Where is Retirement Strategies, Ltd. located?

Retirement Strategies, Ltd. is based in Dublin, OH and has been SEC-registered since 2018.

Does Retirement Strategies, Ltd. disclose fund performance?

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

Contact & registration

Address5060 Parkcenter Ave., Suite a, Dublin, OH 43017
Phone614-799-8668
Fax614-799-8661
Office hours8:30a.m.-5:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$240.2M
Non-discretionary$2.7M
Total (RAUM)$242.9M