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PRP

PROFESSIONAL RETIREMENT PLANNING INC.

CRD 119137

Visit website

10777 NORTHWEST FREEWAY, SUITE 440, HOUSTON, TX, 77092, United States

Phone

713-881-9333

Fax

Registration

— (—)

Source

State registered

Total AUM

$39.8M

Discretionary AUM

$28.3M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-01-13

Disciplinary history

No

Services

Portfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals2$2.0M
High net worth individuals1$6.5M
Pension/profit sharing plans4$31.3M

All web addresses on file

Official SEC filing: View on IAPD