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The Retirement Guys Formula LLC

● SEC registered since 2020CRD 168561SEC# 801-119086Maumee, OH
Export (members)
Reg. AUM
$300.6M
Employees
10
Accounts
1,991
Location
Maumee, OH

The Retirement Guys Formula LLC assets under management

The Retirement Guys Formula LLC is an investment advisory firm registered with the SEC based in Maumee, OH. The firm has been registered since 2020. It reports $300.6 million in regulatory assets under management and employs 10 people.
americasretirementacademy.comView on SEC.gov ↗

The Retirement Guys Formula LLC owners & executives

1 reported
NameTitleOwnershipSince
Nolan Richard Baker ControlManaging Member/CcoOver 75%2013

Frequently asked questions

How much does The Retirement Guys Formula LLC manage?

The Retirement Guys Formula LLC reports $300.6 million in regulatory assets under management on its Form ADV.

How many employees does The Retirement Guys Formula LLC have?

The Retirement Guys Formula LLC reports 10 employees.

Where is The Retirement Guys Formula LLC located?

The Retirement Guys Formula LLC is based in Maumee, OH and has been SEC-registered since 2020.

Does The Retirement Guys Formula LLC disclose fund performance?

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

Contact & registration

Address1700 Woodlands Drive, Maumee, OH 43537
Phone419-842-0550
Fax419-794-7194
Office hours5-Sep
SEC regionChicago Regional Office (CHRO)
CIK801119086
Discloses disciplinary historyYes

Assets under management

Discretionary$300.6M
Non-discretionary$0
Total (RAUM)$300.6M