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PRP
PROFESSIONAL RETIREMENT PLANNING INC.
CRD 119137
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $2.0M |
| High net worth individuals | 1 | $6.5M |
| Pension/profit sharing plans | 4 | $31.3M |
All web addresses on file
Official SEC filing: View on IAPD