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RETIREMENT ADVISORS, INC.
CRD 122122 · SEC 801-112649
1009 DOWNTOWNER BLVD, MOBILE, AL, 36609, United States
Phone
251-344-0707
Fax
251-343-7420
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$159.6M
Discretionary AUM
$156.9M
Team
3 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ASSET ALLOCATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 103 | $28.1M |
| High net worth individuals | 82 | $131.5M |
States served
AL, LA, MS, TX, FL
All web addresses on file
Official SEC filing: View on IAPD